JDM Financial Group’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 | $13.4K | Hold |
483
| – | – | 0.01% | 156 |
|
|
2025
Q1 | $12.8K | Hold |
483
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $12.6K | Hold |
483
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $12.9K | Hold |
483
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $11.9K | Hold |
483
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $12.2K | Hold |
483
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $11.3K | Hold |
483
| – | – | 0.01% | 128 |
|
|
2023
Q3 | $10.4K | Hold |
483
| – | – | 0.01% | 122 |
|
|
2023
Q2 | $10.8K | Hold |
483
| – | – | 0.01% | 126 |
|
|
2023
Q1 | $10.6K | Hold |
483
| – | – | 0.01% | 132 |
|
|
2022
Q4 | $10.6K | Buy |
+483
| New | +$10.6K | 0.01% | 126 |
|