GoalVest Advisory’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
Q3 | $200K | Hold |
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|
2025
Q2 | $190K | Hold |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $179K | Hold |
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|
2024
Q3 | $184K | Hold |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $174K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.32K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q2 | $158K | Buy |
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|
2021
Q1 | $151K | Sell |
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|
2020
Q4 | $189K | Buy |
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