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FSA 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 | $318K | Sell |
11,481
-470
| -4% | -$13K | 0.26% | 113 |
|
|
2025
Q1 | $318K | Sell |
11,951
-29
| -0.2% | -$771 | 0.25% | 120 |
|
|
2024
Q4 | $312K | Buy |
11,980
+7,848
| +190% | -$10.8K | 0.38% | 89 |
|
|
2024
Q3 | $332K | Buy |
4,132
+41
| +1% | +$3.29K | 0.33% | 92 |
|
|
2024
Q2 | $303K | Buy |
4,091
+72
| +2% | +$5.33K | 0.32% | 96 |
|
|
2024
Q1 | $305K | Sell |
4,019
-36
| -0.9% | -$2.74K | 0.33% | 87 |
|
|
2023
Q4 | $284K | Buy |
+4,055
| New | +$284K | 0.35% | 83 |
|