IHT Wealth Management’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 | $2.32M | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $3.26M | Sell |
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|
2023
Q4 | $3.12M | Sell |
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|
2023
Q3 | $3.14M | Buy |
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|
2023
Q2 | $2.89M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.52M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $352K | Buy |
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|
2019
Q3 | $330K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $234K | Buy |
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|
2018
Q1 | $227K | Sell |
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|
2017
Q4 | $256K | Buy |
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