Global Financial Private Client’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
Sell
2025
Q1
$8.85K Hold
2024
Q4
$8.68K Hold
2024
Q3
$8.92K Hold
2024
Q2
$8.22K Hold
2024
Q1
$8.39K Hold
2023
Q4
$7.78K Hold
2023
Q3
$7.08K Hold
2023
Q2
$7.47K Buy