Joule Financial’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
Q3 | $1.13M | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $964K | Buy |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $900K | Buy |
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|
2023
Q4 | $801K | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $766K | Sell |
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|
2023
Q1 | $764K | Buy |
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|
2022
Q4 | $768K | Sell |
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|
2022
Q3 | $682K | Sell |
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|
2022
Q2 | $740K | Buy |
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