Global Financial Private Client’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-333
| Closed | -$8.85K | – | 1332 |
|
|
2025
Q1 | $8.85K | Hold |
333
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $8.68K | Hold |
333
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $8.92K | Hold |
333
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $8.22K | Hold |
333
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $8.39K | Hold |
333
| – | – | ﹤0.01% | 479 |
|
|
2023
Q4 | $7.78K | Hold |
333
| – | – | ﹤0.01% | 482 |
|
|
2023
Q3 | $7.08K | Hold |
333
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $7.47K | Buy |
+333
| New | +$7.47K | ﹤0.01% | 468 |
|