Game Plan Financial 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
$7.88M Buy
2025
Q1
$5.35M Sell
2024
Q4
$7.74M Buy
2024
Q3
$5.3M Sell
2024
Q2
$4.91M Buy
2024
Q1
$4.89M Sell
2023
Q4
$4.85M Buy
2022
Q4
$4.24M Sell
2022
Q3
$3.76M Buy
2022
Q2
$3.95M Sell
2022
Q1
$4.63M Sell
2021
Q4
$4.77M Buy
2021
Q3
$4.3M Buy
2021
Q2
$4.31M Sell
2021
Q1
$4.21M Buy
2020
Q4
$3.76M Buy
2020
Q3
$3.15M Buy
2020
Q2
Sell
2020
Q1
$2.35M Buy
2019
Q4
$3.1M Buy