Independent Solutions 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
Q3 | $9.23M | Buy |
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|
2025
Q2 | $8.63M | Buy |
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|
2025
Q1 | $8.13M | Buy |
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|
2024
Q4 | $7.7M | Sell |
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|
2024
Q3 | $8.72M | Sell |
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|
2024
Q2 | $8.73M | Buy |
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|
2024
Q1 | $8.92M | Buy |
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|
2023
Q4 | $7.74M | Buy |
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|
2023
Q3 | $6.99M | Buy |
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|
2023
Q2 | $6.67M | Buy |
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|
2023
Q1 | $5.9M | Sell |
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|
2022
Q4 | $6.12M | Buy |
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|
2022
Q3 | $5.24M | Buy |
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|
2022
Q2 | $5.31M | Buy |
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|
2022
Q1 | $5.69M | Buy |
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|
2021
Q4 | $5.76M | Buy |
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|
2021
Q3 | $5.17M | Buy |
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|
2021
Q2 | $5.1M | Buy |
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|
2021
Q1 | $4.25M | Sell |
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|
2020
Q4 | $3.92M | Sell |
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|
2020
Q3 | $3.95M | Sell |
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|
2020
Q2 | $4.45M | Buy |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $5.53M | Buy |
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