Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $437K | Sell |
|
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $449K | Buy |
|
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $665K | Buy |
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|
2021
Q4 | $677K | Buy |
|