Iron Horse 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 | $83 | Hold |
3
| – | – | ﹤0.01% | 578 |
|
|
2025
Q1 | $80 | Hold |
3
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $78 | Hold |
3
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $80 | Hold |
3
| – | – | ﹤0.01% | 494 |
|
|
2024
Q2 | $74 | Hold |
3
| – | – | ﹤0.01% | 474 |
|
|
2024
Q1 | $76 | Hold |
3
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $70 | Hold |
3
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $64 | Sell |
3
-12
| -80% | -$256 | ﹤0.01% | 498 |
|
|
2023
Q2 | $335 | Hold |
15
| – | – | ﹤0.01% | 292 |
|
|
2023
Q1 | $328 | Hold |
15
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $0 | Buy |
15
+12
| +400% | – | ﹤0.01% | 274 |
|
|
2022
Q3 | $0 | Sell |
3
-21
| -88% | – | ﹤0.01% | 256 |
|
|
2022
Q2 | $0 | Hold |
24
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $1K | Sell |
24
-1,044
| -98% | -$43.5K | ﹤0.01% | 211 |
|
|
2021
Q4 | $26K | Buy |
+1,068
| New | +$26K | 0.01% | 92 |
|