IAG Wealth Partners’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 | $249K | Hold |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $195K | Hold |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $246K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $197K | Sell |
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|
2020
Q2 | $199K | Sell |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $266K | Buy |
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