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