Cambridge Financial Group, LLC’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 | $2.45M | Buy |
88,555
+1,157
| +1% | +$32K | 0.92% | 26 |
|
|
2025
Q1 | $2.32M | Sell |
87,398
-473
| -0.5% | -$12.5K | 0.98% | 25 |
|
|
2024
Q4 | $2.29M | Sell |
87,871
-11,117
| -11% | -$290K | 0.98% | 24 |
|
|
2024
Q3 | $2.65M | Sell |
98,988
-570
| -0.6% | -$15.3K | 1.1% | 24 |
|
|
2024
Q2 | $2.46M | Buy |
99,558
+213
| +0.2% | +$5.26K | 1.12% | 24 |
|
|
2024
Q1 | $2.52M | Sell |
99,345
-2,298
| -2% | -$58.2K | 1.2% | 23 |
|
|
2023
Q4 | $2.38M | Buy |
+101,643
| New | +$2.38M | 1.24% | 22 |
|