Greenwood Gearhart’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 | $600K | Buy |
21,684
+1,047
| +5% | +$29K | 0.04% | 75 |
|
|
2025
Q1 | $549K | Buy |
20,637
+184
| +0.9% | +$4.89K | 0.04% | 75 |
|
|
2024
Q4 | $533K | Sell |
20,453
-1,162
| -5% | -$30.3K | 0.04% | 90 |
|
|
2024
Q3 | $579K | Buy |
21,615
+87
| +0.4% | +$2.33K | 0.05% | 68 |
|
|
2024
Q2 | $532K | Sell |
21,528
-360
| -2% | -$8.89K | 0.05% | 73 |
|
|
2024
Q1 | $554K | Buy |
21,888
+318
| +1% | +$8.05K | 0.05% | 67 |
|
|
2023
Q4 | $504K | Sell |
21,570
-1,029
| -5% | -$24K | 0.05% | 66 |
|
|
2023
Q3 | $486K | Buy |
22,599
+1,329
| +6% | +$28.6K | 0.06% | 69 |
|
|
2023
Q2 | $476K | Buy |
21,270
+858
| +4% | +$19.2K | 0.06% | 71 |
|
|
2023
Q1 | $446K | Sell |
20,412
-747
| -4% | -$16.3K | 0.06% | 70 |
|
|
2022
Q4 | $466K | Sell |
21,159
-909
| -4% | -$20K | 0.07% | 72 |
|
|
2022
Q3 | $430K | Buy |
22,068
+3,168
| +17% | +$61.7K | 0.07% | 71 |
|
|
2022
Q2 | $393K | Buy |
18,900
+1,344
| +8% | +$27.9K | 0.06% | 72 |
|
|
2022
Q1 | $418K | Sell |
17,556
-1,035
| -6% | -$24.6K | 0.06% | 76 |
|
|
2021
Q4 | $454K | Sell |
18,591
-6,591
| -26% | -$161K | 0.06% | 72 |
|
|
2021
Q3 | $566K | Buy |
25,182
+9,546
| +61% | +$215K | 0.09% | 67 |
|
|
2021
Q2 | $356K | Buy |
15,636
+918
| +6% | +$20.9K | 0.06% | 67 |
|
|
2021
Q1 | $320K | Buy |
14,718
+1,962
| +15% | +$42.7K | 0.06% | 71 |
|
|
2020
Q4 | $253K | Buy |
+12,756
| New | +$253K | 0.05% | 74 |
|
|
2020
Q3 | – | Sell |
-12,261
| Closed | -$205K | – | 68 |
|
|
2020
Q2 | $205K | Sell |
12,261
-137,379
| -92% | -$2.3M | 0.05% | 62 |
|
|
2020
Q1 | $2.21M | Sell |
149,640
-184,164
| -55% | -$2.72M | 0.72% | 48 |
|
|
2019
Q4 | $6.69M | Buy |
333,804
+4,980
| +2% | +$99.8K | 1.72% | 28 |
|
|
2019
Q3 | $6.22M | Buy |
328,824
+26,991
| +9% | +$510K | 1.72% | 27 |
|
|
2019
Q2 | $5.65M | Buy |
301,833
+288,666
| +2,192% | +$5.4M | 1.51% | 33 |
|
|
2019
Q1 | $240K | Buy |
+13,167
| New | +$240K | 0.07% | 68 |
|