HWA
Hillcrest Wealth Advisors’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 | $277K | Hold |
9,996
| – | – | 0.13% | 43 |
|
|
2025
Q1 | $266K | Hold |
9,996
| – | – | 0.13% | 45 |
|
|
2024
Q4 | $261K | Buy |
9,996
+6,664
| +200% | +$174K | 0.12% | 46 |
|
|
2024
Q3 | $268K | Hold |
3,332
| – | – | 0.13% | 43 |
|
|
2024
Q2 | $247K | Sell |
3,332
-300
| -8% | -$22.2K | 0.13% | 43 |
|
|
2024
Q1 | $276K | Hold |
3,632
| – | – | 0.15% | 43 |
|
|
2023
Q4 | $255K | Sell |
3,632
-295
| -8% | -$20.7K | 0.14% | 43 |
|
|
2023
Q3 | $253K | Hold |
3,927
| – | – | 0.14% | 45 |
|
|
2023
Q2 | $263K | Hold |
3,927
| – | – | 0.16% | 43 |
|
|
2023
Q1 | $258K | Hold |
3,927
| – | – | 0.15% | 41 |
|
|
2022
Q4 | $259K | Hold |
3,927
| – | – | 0.16% | 43 |
|
|
2022
Q3 | $230K | Sell |
3,927
-7
| -0.2% | -$410 | 0.15% | 47 |
|
|
2022
Q2 | $246K | Hold |
3,934
| – | – | 0.15% | 45 |
|
|
2022
Q1 | $281K | Buy |
+3,934
| New | +$281K | 0.16% | 41 |
|