JMG Financial Group’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 | $1.19M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $1.85M | Hold |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $861K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $209K | Buy |
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