Joule Financial’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 | $1.11M | Buy |
40,070
+664
| +2% | +$18.4K | 0.36% | 36 |
|
|
2025
Q1 | $1.05M | Buy |
39,406
+2,410
| +7% | +$64.1K | 0.37% | 35 |
|
|
2024
Q4 | $964K | Buy |
36,996
+6,639
| +22% | +$173K | 0.34% | 39 |
|
|
2024
Q3 | $813K | Sell |
30,357
-4,704
| -13% | -$126K | 0.3% | 41 |
|
|
2024
Q2 | $871K | Sell |
35,061
-465
| -1% | -$11.6K | 0.35% | 36 |
|
|
2024
Q1 | $900K | Buy |
35,526
+1,257
| +4% | +$31.8K | 0.37% | 35 |
|
|
2023
Q4 | $801K | Buy |
34,269
+504
| +1% | +$11.8K | 0.37% | 37 |
|
|
2023
Q3 | $725K | Sell |
33,765
-468
| -1% | -$10.1K | 0.37% | 37 |
|
|
2023
Q2 | $766K | Sell |
34,233
-699
| -2% | -$15.6K | 0.39% | 35 |
|
|
2023
Q1 | $764K | Buy |
34,932
+12
| +0% | +$262 | 0.41% | 31 |
|
|
2022
Q4 | $768K | Sell |
34,920
-48
| -0.1% | -$1.06K | 0.51% | 30 |
|
|
2022
Q3 | $682K | Sell |
34,968
-585
| -2% | -$11.4K | 0.51% | 34 |
|
|
2022
Q2 | $740K | Buy |
+35,553
| New | +$740K | 0.58% | 31 |
|