Fortress Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.27M | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.35M | Sell |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $3.21M | Sell |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.49M | Sell |
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|
2023
Q1 | $3.52M | Sell |
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|
2022
Q4 | $3.66M | Sell |
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|
2022
Q3 | $3.65M | Sell |
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|
2022
Q2 | $4.47M | Sell |
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|
2022
Q1 | $6.83M | Buy |
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|
2021
Q4 | $6.46M | Buy |
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