GA
Goldstein Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
17,301
+1,186
| +7% | +$32.8K | 0.06% | 96 |
|
|
2025
Q1 | $428K | Hold |
16,115
| – | – | 0.06% | 102 |
|
|
2024
Q4 | $420K | Buy |
16,115
+10,315
| +178% | +$269K | 0.06% | 106 |
|
|
2024
Q3 | $466K | Hold |
5,800
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $430K | Hold |
5,800
| – | – | 0.07% | 88 |
|
|
2024
Q1 | $441K | Buy |
5,800
+408
| +8% | +$31K | 0.08% | 88 |
|
|
2023
Q4 | $378K | Hold |
5,392
| – | – | 0.06% | 123 |
|
|
2023
Q3 | $348K | Hold |
5,392
| – | – | 0.07% | 96 |
|
|
2023
Q2 | $362K | Hold |
5,392
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $354K | Hold |
5,392
| – | – | 0.08% | 92 |
|
|
2022
Q4 | $356K | Buy |
+5,392
| New | +$356K | 0.09% | 91 |
|