Ken Fisher’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 | – | Sell |
-12,855
| Closed | -$342K | – | 1068 |
|
|
2025
Q1 | $342K | Buy |
+12,855
| New | +$342K | ﹤0.01% | 871 |
|
|
2021
Q4 | – | Sell |
-10,491
| Closed | -$236K | – | 992 |
|
|
2021
Q3 | $236K | Buy |
+10,491
| New | +$236K | ﹤0.01% | 845 |
|
|
2020
Q3 | – | Sell |
-14,640
| Closed | -$245K | – | 884 |
|
|
2020
Q2 | $245K | Sell |
14,640
-3,024
| -17% | -$50.6K | ﹤0.01% | 753 |
|
|
2020
Q1 | $261K | Buy |
+17,664
| New | +$261K | ﹤0.01% | 693 |
|
|
2019
Q2 | – | Sell |
-14,868
| Closed | -$271K | – | 867 |
|
|
2019
Q1 | $271K | Buy |
+14,868
| New | +$271K | ﹤0.01% | 724 |
|