Forza Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
9,768
| – | – | 0.11% | 169 |
|
|
2025
Q1 | $260K | Hold |
9,768
| – | – | 0.12% | 160 |
|
|
2024
Q4 | $255K | Hold |
9,768
| – | – | 0.12% | 164 |
|
|
2024
Q3 | $262K | Hold |
9,768
| – | – | 0.12% | 158 |
|
|
2024
Q2 | $241K | Hold |
9,768
| – | – | 0.12% | 154 |
|
|
2024
Q1 | $247K | Hold |
9,768
| – | – | 0.13% | 155 |
|
|
2023
Q4 | $228K | Hold |
9,768
| – | – | 0.13% | 156 |
|
|
2023
Q3 | $210K | Hold |
9,768
| – | – | 0.11% | 172 |
|
|
2023
Q2 | $218K | Hold |
9,768
| – | – | 0.11% | 171 |
|
|
2023
Q1 | $214K | Hold |
9,768
| – | – | 0.11% | 171 |
|
|
2022
Q4 | $215K | Buy |
+9,768
| New | +$215K | 0.14% | 132 |
|