Goepper Burkhardt’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
$12.9M Buy
2025
Q1
$12.3M Sell
2024
Q4
$12.6M Sell
2024
Q3
$13.5M Sell
2024
Q2
$12.8M Sell
2024
Q1
$13.1M Sell
2023
Q4
$12.9M Sell
2023
Q3
$11.8M Sell
2023
Q2
$12.3M Buy
2023
Q1
$12M Buy
2022
Q4
$11.7M Sell
2022
Q3
$11.2M Sell
2022
Q2
$12.1M Sell
2022
Q1
$14.2M Buy
2021
Q4
$14M Buy
2021
Q3
$12.2M Sell
2021
Q2
$12.4M Buy
2021
Q1
$11.4M Buy
2020
Q4
$9.85M Buy