Independent Solutions Wealth Management’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 | $8.63M | Buy |
312,063
+6,028
| +2% | +$167K | 1.69% | 16 |
|
|
2025
Q1 | $8.13M | Buy |
306,035
+10,855
| +4% | +$289K | 1.82% | 15 |
|
|
2024
Q4 | $7.7M | Sell |
295,180
-30,383
| -9% | -$792K | 1.68% | 16 |
|
|
2024
Q3 | $8.72M | Sell |
325,563
-28,125
| -8% | -$753K | 1.97% | 12 |
|
|
2024
Q2 | $8.73M | Buy |
353,688
+1,503
| +0.4% | +$37.1K | 2% | 13 |
|
|
2024
Q1 | $8.92M | Buy |
352,185
+21,003
| +6% | +$532K | 2.12% | 13 |
|
|
2023
Q4 | $7.74M | Buy |
331,182
+5,952
| +2% | +$139K | 1.99% | 12 |
|
|
2023
Q3 | $6.99M | Buy |
325,230
+26,886
| +9% | +$578K | 1.81% | 12 |
|
|
2023
Q2 | $6.67M | Buy |
298,344
+28,254
| +10% | +$632K | 1.68% | 11 |
|
|
2023
Q1 | $5.9M | Sell |
270,090
-7,887
| -3% | -$172K | 1.74% | 12 |
|
|
2022
Q4 | $6.12M | Buy |
277,977
+9,099
| +3% | +$200K | 1.86% | 11 |
|
|
2022
Q3 | $5.24M | Buy |
268,878
+13,746
| +5% | +$268K | 1.72% | 12 |
|
|
2022
Q2 | $5.31M | Buy |
255,132
+16,095
| +7% | +$335K | 1.65% | 12 |
|
|
2022
Q1 | $5.69M | Buy |
239,037
+3,201
| +1% | +$76.2K | 1.34% | 14 |
|
|
2021
Q4 | $5.76M | Buy |
235,836
+5,850
| +3% | +$143K | 1.36% | 16 |
|
|
2021
Q3 | $5.17M | Buy |
229,986
+6,243
| +3% | +$140K | 1.28% | 17 |
|
|
2021
Q2 | $5.1M | Buy |
223,743
+28,482
| +15% | +$649K | 1.24% | 19 |
|
|
2021
Q1 | $4.25M | Sell |
195,261
-2,481
| -1% | -$54K | 1.17% | 18 |
|
|
2020
Q4 | $3.92M | Sell |
197,742
-29,355
| -13% | -$583K | 1.23% | 19 |
|
|
2020
Q3 | $3.95M | Sell |
227,097
-39,267
| -15% | -$683K | 1.51% | 16 |
|
|
2020
Q2 | $4.45M | Buy |
266,364
+6,525
| +3% | +$109K | 1.9% | 14 |
|
|
2020
Q1 | $3.83M | Sell |
259,839
-16,122
| -6% | -$238K | 2.12% | 12 |
|
|
2019
Q4 | $5.53M | Buy |
+275,961
| New | +$5.53M | 2.45% | 10 |
|