Hillcrest 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 | $277K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $281K | Buy |
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