Geneos Wealth Management’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 | $1.16M | Sell |
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|
2025
Q2 | $15.9M | Sell |
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|
2025
Q1 | $33.4M | Buy |
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|
2024
Q4 | $3.34M | Sell |
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|
2024
Q3 | $3.67M | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $195K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $193K | Buy |
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|
2021
Q3 | $179K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Buy |
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