IAG Wealth Partners’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 | $249K | Hold |
9,000
| – | – | 0.03% | 104 |
|
|
2025
Q1 | $239K | Sell |
9,000
-570
| -6% | -$15.2K | 0.04% | 101 |
|
|
2024
Q4 | $249K | Hold |
9,570
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $256K | Hold |
9,570
| – | – | 0.05% | 89 |
|
|
2024
Q2 | $236K | Sell |
9,570
-405
| -4% | -$10K | 0.05% | 86 |
|
|
2024
Q1 | $253K | Hold |
9,975
| – | – | 0.05% | 83 |
|
|
2023
Q4 | $233K | Hold |
9,975
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $214K | Hold |
9,975
| – | – | 0.06% | 74 |
|
|
2023
Q2 | $223K | Hold |
9,975
| – | – | 0.06% | 81 |
|
|
2023
Q1 | $218K | Hold |
9,975
| – | – | 0.06% | 72 |
|
|
2022
Q4 | $220K | Hold |
9,975
| – | – | 0.06% | 65 |
|
|
2022
Q3 | $195K | Hold |
9,975
| – | – | 0.06% | 60 |
|
|
2022
Q2 | $208K | Sell |
9,975
-630
| -6% | -$13.1K | 0.07% | 62 |
|
|
2022
Q1 | $252K | Sell |
10,605
-690
| -6% | -$16.4K | 0.08% | 54 |
|
|
2021
Q4 | $276K | Hold |
11,295
| – | – | 0.09% | 52 |
|
|
2021
Q3 | $255K | Hold |
11,295
| – | – | 0.09% | 46 |
|
|
2021
Q2 | $258K | Hold |
11,295
| – | – | 0.09% | 44 |
|
|
2021
Q1 | $246K | Hold |
11,295
| – | – | 0.09% | 43 |
|
|
2020
Q4 | $225K | Hold |
11,295
| – | – | 0.09% | 50 |
|
|
2020
Q3 | $197K | Sell |
11,295
-573
| -5% | -$9.99K | 0.09% | 54 |
|
|
2020
Q2 | $199K | Sell |
11,868
-3,933
| -25% | -$65.9K | 0.1% | 48 |
|
|
2020
Q1 | $234K | Buy |
15,801
+2,568
| +19% | +$38K | 0.16% | 45 |
|
|
2019
Q4 | $266K | Buy |
+13,233
| New | +$266K | 0.17% | 38 |
|