Grey Fox Wealth Advisors’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 | $5.06M | Buy |
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|
2025
Q1 | $3.76M | Buy |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.23M | Buy |
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|
2024
Q2 | $2.94M | Sell |
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|
2024
Q1 | $3.06M | Sell |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.82M | Buy |
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|
2023
Q1 | $3.51M | Buy |
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|
2022
Q4 | $2.89M | Buy |
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