Iron Horse 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 | $83 | Hold |
|
|||||
|
2025
Q1 | $80 | Hold |
|
|||||
|
2024
Q4 | $78 | Hold |
|
|||||
|
2024
Q3 | $80 | Hold |
|
|||||
|
2024
Q2 | $74 | Hold |
|
|||||
|
2024
Q1 | $76 | Hold |
|
|||||
|
2023
Q4 | $70 | Hold |
|
|||||
|
2023
Q3 | $64 | Sell |
|
|||||
|
2023
Q2 | $335 | Hold |
|
|||||
|
2023
Q1 | $328 | Hold |
|
|||||
|
2022
Q4 | $0 | Buy |
|
|||||
|
2022
Q3 | $0 | Sell |
|
|||||
|
2022
Q2 | $0 | Hold |
|
|||||
|
2022
Q1 | $1K | Sell |
|
|||||
|
2021
Q4 | $26K | Buy |
|