Forvis Mazars Wealth Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $837K | Hold |
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|
2024
Q1 | $858K | Hold |
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|
2023
Q4 | $792K | Sell |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $311K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $269K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $504K | Hold |
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|
2017
Q4 | $522K | Buy |
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