IWM
IHT Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
83,720
-3,214
| -4% | -$88.9K | 0.06% | 290 |
|
|
2025
Q1 | $2.31M | Sell |
86,934
-1,354
| -2% | -$36K | 0.07% | 258 |
|
|
2024
Q4 | $2.3M | Buy |
88,288
+32,628
| +59% | -$2.05M | 0.07% | 243 |
|
|
2024
Q3 | $4.47M | Buy |
55,660
+24,566
| +79% | +$1.97M | 0.13% | 161 |
|
|
2024
Q2 | $2.3M | Sell |
31,094
-11,795
| -28% | -$874K | 0.09% | 234 |
|
|
2024
Q1 | $3.26M | Sell |
42,889
-1,689
| -4% | -$128K | 0.13% | 156 |
|
|
2023
Q4 | $3.12M | Sell |
44,578
-4,179
| -9% | -$293K | 0.14% | 151 |
|
|
2023
Q3 | $3.14M | Buy |
48,757
+5,635
| +13% | +$363K | 0.16% | 131 |
|
|
2023
Q2 | $2.89M | Sell |
43,122
-225
| -0.5% | -$15.1K | 0.15% | 130 |
|
|
2023
Q1 | $2.84M | Buy |
43,347
+407
| +0.9% | +$26.7K | 0.16% | 126 |
|
|
2022
Q4 | $2.83M | Sell |
42,940
-39
| -0.1% | -$2.58K | 0.18% | 126 |
|
|
2022
Q3 | $2.52M | Buy |
+42,979
| New | +$2.52M | 0.19% | 114 |
|
|
2020
Q1 | – | Sell |
-5,859
| Closed | -$352K | – | 643 |
|
|
2019
Q4 | $352K | Buy |
5,859
+34
| +0.6% | +$2.04K | 0.04% | 405 |
|
|
2019
Q3 | $330K | Buy |
+5,825
| New | +$330K | 0.04% | 399 |
|
|
2018
Q4 | – | Sell |
-4,414
| Closed | -$248K | – | 512 |
|
|
2018
Q3 | $248K | Buy |
4,414
+5
| +0.1% | +$281 | 0.05% | 362 |
|
|
2018
Q2 | $234K | Buy |
4,409
+4
| +0.1% | +$212 | 0.06% | 350 |
|
|
2018
Q1 | $227K | Sell |
4,405
-185
| -4% | -$9.53K | 0.06% | 326 |
|
|
2017
Q4 | $256K | Buy |
+4,590
| New | +$256K | 0.07% | 313 |
|