HCM
Hengehold Capital Management’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 | $282K | Sell |
10,189
-4,318
| -30% | -$119K | 0.03% | 177 |
|
|
2025
Q1 | $386K | Buy |
14,507
+2,696
| +23% | +$71.7K | 0.04% | 145 |
|
|
2024
Q4 | $308K | Buy |
11,811
+8,001
| +210% | +$209K | 0.03% | 166 |
|
|
2024
Q3 | $306K | Sell |
3,810
-297
| -7% | -$23.9K | 0.03% | 158 |
|
|
2024
Q2 | $304K | Sell |
4,107
-2
| -0% | -$148 | 0.03% | 147 |
|
|
2024
Q1 | $312K | Buy |
4,109
+22
| +0.5% | +$1.67K | 0.03% | 148 |
|
|
2023
Q4 | $286K | Buy |
4,087
+28
| +0.7% | +$1.96K | 0.03% | 144 |
|
|
2023
Q3 | $262K | Sell |
4,059
-25
| -0.6% | -$1.61K | 0.03% | 142 |
|
|
2023
Q2 | $274K | Buy |
4,084
+24
| +0.6% | +$1.61K | 0.04% | 141 |
|
|
2023
Q1 | $266K | Buy |
4,060
+23
| +0.6% | +$1.51K | 0.04% | 142 |
|
|
2022
Q4 | $267K | Buy |
+4,037
| New | +$267K | 0.04% | 143 |
|
|
2022
Q3 | – | Sell |
-3,354
| Closed | -$209K | – | 159 |
|
|
2022
Q2 | $209K | Buy |
+3,354
| New | +$209K | 0.03% | 147 |
|