GenWealth Group’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 | $42.5M | Buy |
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|
2025
Q1 | $38.1M | Buy |
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|
2024
Q4 | $36.6M | Buy |
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|
2024
Q3 | $36.5M | Buy |
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|
2024
Q2 | $32.5M | Sell |
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|
2024
Q1 | $33.6M | Buy |
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|
2023
Q4 | $30.3M | Buy |
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|
2023
Q3 | $27.2M | Sell |
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|
2023
Q2 | $28.9M | Buy |
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|
2023
Q1 | $28M | Sell |
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|
2022
Q4 | $28.5M | Sell |
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|
2022
Q3 | $26.4M | Sell |
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|
2022
Q2 | $30.6M | Sell |
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|
2022
Q1 | $36.9M | Buy |
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|
2021
Q4 | $37.8M | Sell |
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|
2021
Q3 | $35.1M | Buy |
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|
2021
Q2 | $35.2M | Buy |
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|
2021
Q1 | $32.8M | Buy |
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|
2020
Q4 | $27.3M | Buy |
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|
2020
Q3 | $22.7M | Buy |
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|
2020
Q2 | $11.3M | Buy |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $908K | Buy |
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|
2019
Q2 | $517K | Buy |
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|
2019
Q1 | $446K | Buy |
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|
2018
Q4 | $325K | Hold |
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|
2018
Q3 | $373K | Buy |
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|
2018
Q2 | $301K | Buy |
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