Key Financial Inc’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 | $44.9K | Buy |
1,621
+52
| +3% | +$1.44K | 0.01% | 519 |
|
|
2025
Q1 | $41.7K | Hold |
1,569
| – | – | 0.01% | 508 |
|
|
2024
Q4 | $40.9K | Hold |
1,569
| – | – | 0.01% | 508 |
|
|
2024
Q3 | $42K | Hold |
1,569
| – | – | 0.01% | 507 |
|
|
2024
Q2 | $38.7K | Hold |
1,569
| – | – | 0.01% | 507 |
|
|
2024
Q1 | $39.7K | Hold |
1,569
| – | – | 0.01% | 476 |
|
|
2023
Q4 | $36.7K | Hold |
1,569
| – | – | 0.01% | 476 |
|
|
2023
Q3 | $33.7K | Hold |
1,569
| – | – | 0.01% | 472 |
|
|
2023
Q2 | $35.1K | Hold |
1,569
| – | – | 0.01% | 465 |
|
|
2023
Q1 | $34.3K | Hold |
1,569
| – | – | 0.01% | 452 |
|
|
2022
Q4 | $30.6K | Hold |
1,569
| – | – | 0.01% | 432 |
|
|
2022
Q3 | $31K | Buy |
1,569
+1,119
| +249% | +$22.1K | 0.01% | 436 |
|
|
2022
Q2 | $9K | Hold |
450
| – | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $11K | Hold |
450
| – | – | 0.01% | 618 |
|
|
2021
Q4 | $11K | Hold |
450
| – | – | 0.01% | 576 |
|
|
2021
Q3 | $10K | Buy |
+450
| New | +$10K | 0.01% | 584 |
|