Hazlett, Burt & Watson’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
9,338
| – | – | 0.11% | 172 |
|
|
2025
Q1 | $248K | Hold |
9,338
| – | – | 0.11% | 164 |
|
|
2024
Q4 | $243K | Buy |
9,338
+3,680
| +65% | +$95.8K | 0.11% | 177 |
|
|
2024
Q3 | $152K | Hold |
5,658
| – | – | 0.07% | 231 |
|
|
2024
Q2 | $140K | Hold |
5,658
| – | – | 0.07% | 224 |
|
|
2024
Q1 | $143K | Buy |
5,658
+2,463
| +77% | +$62.3K | 0.09% | 204 |
|
|
2023
Q4 | $75K | Hold |
3,195
| – | – | 0.05% | 263 |
|
|
2023
Q3 | $69K | Hold |
3,195
| – | – | 0.05% | 261 |
|
|
2023
Q2 | $71K | Buy |
3,195
+18
| +0.6% | +$400 | 0.05% | 254 |
|
|
2023
Q1 | $69K | Buy |
+3,177
| New | +$69K | 0.06% | 241 |
|