FMWA
Forvis Mazars Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,857
| Closed | -$209K | – | 405 |
|
|
2025
Q1 | $209K | Buy |
+7,857
| New | +$209K | 0.01% | 380 |
|
|
2024
Q4 | – | Sell |
-5,310
| Closed | -$427K | – | 428 |
|
|
2024
Q3 | $427K | Sell |
5,310
-5,985
| -53% | -$481K | 0.01% | 337 |
|
|
2024
Q2 | $837K | Hold |
11,295
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $858K | Hold |
11,295
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $792K | Sell |
11,295
-250
| -2% | -$17.5K | 0.02% | 227 |
|
|
2023
Q3 | $744K | Buy |
11,545
+6,907
| +149% | +$445K | 0.02% | 226 |
|
|
2023
Q2 | $311K | Buy |
+4,638
| New | +$311K | 0.01% | 356 |
|
|
2023
Q1 | – | Sell |
-4,070
| Closed | -$269K | – | 414 |
|
|
2022
Q4 | $269K | Buy |
+4,070
| New | +$269K | 0.01% | 344 |
|
|
2018
Q2 | – | Sell |
-9,545
| Closed | -$504K | – | 241 |
|
|
2018
Q1 | $504K | Hold |
9,545
| – | – | 0.05% | 140 |
|
|
2017
Q4 | $522K | Buy |
+9,545
| New | +$522K | 0.05% | 146 |
|