Good Life Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
7,988
-5,303
| -40% | -$147K | 0.01% | 464 |
|
|
2025
Q1 | $353K | Buy |
13,291
+132
| +1% | +$3.51K | 0.02% | 356 |
|
|
2024
Q4 | $343K | Buy |
13,159
+5,275
| +67% | +$138K | 0.03% | 355 |
|
|
2024
Q3 | $211K | Buy |
+7,884
| New | +$211K | 0.01% | 536 |
|
|
2024
Q2 | – | Sell |
-7,995
| Closed | -$203K | – | 482 |
|
|
2024
Q1 | $203K | Buy |
+7,995
| New | +$203K | 0.02% | 429 |
|
|
2022
Q2 | – | Sell |
-8,712
| Closed | -$207K | – | 390 |
|
|
2022
Q1 | $207K | Hold |
8,712
| – | – | 0.03% | 363 |
|
|
2021
Q4 | $213K | Buy |
+8,712
| New | +$213K | 0.03% | 357 |
|