Geometric Wealth 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
$366K Buy
2025
Q1
$351K Buy
2024
Q4
$344K Buy
2024
Q3
$345K Buy
2024
Q2
$318K Buy
2024
Q1
$324K Buy
2023
Q4
$287K Buy
2023
Q3
$257K Buy
2023
Q2
$256K Buy
2023
Q1
$249K Buy
2022
Q4
$236K Sell
2022
Q3
$223K Sell
2022
Q2
$246K Buy
2022
Q1
$279K Buy