GSB Wealth Management’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 | $670K | Sell |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $637K | Buy |
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|
2024
Q3 | $654K | Sell |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $882K | Buy |
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|
2023
Q3 | $673K | Sell |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $5.43M | Buy |
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|
2022
Q4 | $4.93M | Sell |
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|
2022
Q3 | $4.5M | Buy |
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|
2022
Q2 | $3.88M | Sell |
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|
2022
Q1 | $5.14M | Buy |
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|
2021
Q4 | $4.35M | Buy |
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|
2021
Q3 | $3.71M | Sell |
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|
2021
Q2 | $3.85M | Buy |
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|
2021
Q1 | $3.32M | Buy |
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