LWM
Lakeridge Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
14,911
+13
| +0.1% | +$360 | 0.19% | 93 |
|
|
2025
Q1 | $396K | Buy |
14,898
+14
| +0.1% | +$372 | 0.2% | 100 |
|
|
2024
Q4 | $388K | Buy |
14,884
+9,636
| +184% | +$251K | 0.2% | 92 |
|
|
2024
Q3 | $422K | Hold |
5,248
| – | – | 0.23% | 83 |
|
|
2024
Q2 | $389K | Sell |
5,248
-80
| -2% | -$5.93K | 0.23% | 83 |
|
|
2024
Q1 | $405K | Sell |
5,328
-152
| -3% | -$11.5K | 0.26% | 75 |
|
|
2023
Q4 | $384K | Buy |
+5,480
| New | +$384K | 0.28% | 75 |
|