Investments & Financial Planning LLC’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 | $360K | Buy |
13,019
+24
| +0.2% | +$664 | 0.21% | 28 |
|
|
2025
Q1 | $345K | Buy |
12,995
+2,815
| +28% | +$74.8K | 0.22% | 27 |
|
|
2024
Q4 | $265K | Sell |
10,180
-41
| -0.4% | -$1.07K | 0.16% | 29 |
|
|
2024
Q3 | $274K | Buy |
10,221
+12
| +0.1% | +$321 | 0.17% | 29 |
|
|
2024
Q2 | $252K | Sell |
10,209
-75
| -0.7% | -$1.85K | 0.17% | 31 |
|
|
2024
Q1 | $260K | Buy |
10,284
+3
| +0% | +$76 | 0.18% | 30 |
|
|
2023
Q4 | $240K | Sell |
10,281
-39
| -0.4% | -$911 | 0.18% | 30 |
|
|
2023
Q3 | $222K | Buy |
10,320
+69
| +0.7% | +$1.48K | 0.2% | 33 |
|
|
2023
Q2 | $229K | Buy |
10,251
+3
| +0% | +$67 | 0.2% | 33 |
|
|
2023
Q1 | $224K | Buy |
10,248
+138
| +1% | +$3.02K | 0.21% | 32 |
|
|
2022
Q4 | $222K | Buy |
+10,110
| New | +$222K | 0.22% | 33 |
|