Key Financial Inc’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 | $44.9K | Buy |
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|
2025
Q1 | $41.7K | Hold |
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|
2024
Q4 | $40.9K | Hold |
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|
2024
Q3 | $42K | Hold |
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|
2024
Q2 | $38.7K | Hold |
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|
2024
Q1 | $39.7K | Hold |
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|
2023
Q4 | $36.7K | Hold |
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|
2023
Q3 | $33.7K | Hold |
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|
2023
Q2 | $35.1K | Hold |
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|
2023
Q1 | $34.3K | Hold |
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|
2022
Q4 | $30.6K | Hold |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Buy |
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