Hoey Investments’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 | $923K | Buy |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $898K | Sell |
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|
2024
Q3 | $907K | Hold |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $814K | Sell |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $830K | Sell |
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|
2023
Q2 | $869K | Buy |
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|
2023
Q1 | $791K | Sell |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $930K | Buy |
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|
2022
Q1 | $1.05M | Buy |
|