Foundations Investment 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 | $507K | Buy |
18,327
+3,234
| +21% | +$89.5K | 0.01% | 575 |
|
|
2025
Q1 | $401K | Sell |
15,093
-964
| -6% | -$25.6K | 0.01% | 635 |
|
|
2024
Q4 | $419K | Buy |
16,057
+3,955
| +33% | +$103K | 0.01% | 573 |
|
|
2024
Q3 | $324K | Buy |
12,102
+1,410
| +13% | +$37.8K | 0.01% | 613 |
|
|
2024
Q2 | $264K | Sell |
10,692
-2,133
| -17% | -$52.7K | 0.01% | 636 |
|
|
2024
Q1 | $325K | Sell |
12,825
-699
| -5% | -$17.7K | 0.01% | 564 |
|
|
2023
Q4 | $320K | Buy |
13,524
+1,401
| +12% | +$33.2K | 0.01% | 533 |
|
|
2023
Q3 | $260K | Sell |
12,123
-1,245
| -9% | -$26.7K | 0.01% | 547 |
|
|
2023
Q2 | $299K | Buy |
13,368
+42
| +0.3% | +$939 | 0.01% | 472 |
|
|
2023
Q1 | $291K | Buy |
+13,326
| New | +$291K | 0.01% | 405 |
|