HRC Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3M | Buy |
1,276,023
+76,181
| +6% | +$2.11M | 18.82% | 2 |
|
|
2025
Q1 | $31.9M | Buy |
1,199,842
+12,222
| +1% | +$325K | 19.79% | 2 |
|
|
2024
Q4 | $31M | Buy |
1,187,620
+18,025
| +2% | +$470K | 18.38% | 2 |
|
|
2024
Q3 | $31.3M | Sell |
1,169,595
-156
| -0% | -$4.18K | 20.24% | 2 |
|
|
2024
Q2 | $28.9M | Buy |
1,169,751
+24,291
| +2% | +$600K | 19.78% | 2 |
|
|
2024
Q1 | $29M | Sell |
1,145,460
-441
| -0% | -$11.2K | 21.2% | 2 |
|
|
2023
Q4 | $26.8M | Buy |
+1,145,901
| New | +$26.8M | 23.04% | 2 |
|