HHM 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 | $344K | Sell |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $560K | Sell |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $648K | Buy |
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|
2021
Q4 | $662K | Buy |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $508K | Sell |
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|
2019
Q3 | $484K | Sell |
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|
2019
Q2 | $520K | Sell |
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|
2019
Q1 | $574K | Buy |
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|
2018
Q4 | $515K | Buy |
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