HB 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
Q3 | $2.99M | Buy |
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|
2025
Q2 | $2.24M | Sell |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $3.56M | Sell |
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|
2024
Q2 | $4.12M | Sell |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $4.5M | Sell |
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|
2023
Q3 | $4.35M | Sell |
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|
2023
Q2 | $4.53M | Sell |
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $4.2M | Sell |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $4.99M | Buy |
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