Kiley Juergens Wealth Management’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 | $1.26M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $889K | Sell |
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|
2023
Q2 | $930K | Sell |
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|
2023
Q1 | $915K | Buy |
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|
2022
Q4 | $918K | Buy |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $824K | Buy |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $687K | Sell |
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|
2021
Q1 | $669K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $145K | Buy |
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|
2018
Q2 | $137K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $140K | Buy |
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