Kelleher Financial Advisors’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 | $851K | Hold |
|
|||||
|
2025
Q2 | $809K | Hold |
|
|||||
|
2025
Q1 | $777K | Hold |
|
|||||
|
2024
Q4 | $762K | Hold |
|
|||||
|
2024
Q3 | $783K | Hold |
|
|||||
|
2024
Q2 | $722K | Hold |
|
|||||
|
2024
Q1 | $740K | Buy |
|
|||||
|
2023
Q4 | $585K | Hold |
|
|||||
|
2023
Q3 | $538K | Hold |
|
|||||
|
2023
Q2 | $560K | Hold |
|
|||||
|
2023
Q1 | $547K | Buy |
|