Fountainhead AM’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
$442K Buy
2025
Q2
$413K Buy
2022
Q1
Sell
2021
Q4
$324K Sell
2021
Q3
$301K Sell
2021
Q2
$349K Hold
2021
Q1
$349K Sell
2020
Q4
$379K Buy