Lantz Financial’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 | $653K | Hold |
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|
2025
Q1 | $628K | Hold |
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|
2024
Q4 | $616K | Hold |
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|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $583K | Hold |
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|
2024
Q1 | $598K | Hold |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $528K | Hold |
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|
2023
Q1 | $516K | Hold |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $460K | Hold |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $640K | Hold |
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|
2021
Q4 | $656K | Hold |
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|
2021
Q3 | $605K | Hold |
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|
2021
Q2 | $613K | Hold |
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|
2021
Q1 | $585K | Hold |
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|
2020
Q4 | $534K | Hold |
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|
2020
Q3 | $468K | Hold |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $584K | Sell |
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|
2019
Q4 | $879K | Hold |
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|
2019
Q3 | $803K | Sell |
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|
2019
Q2 | $830K | Hold |
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|
2019
Q1 | $803K | Buy |
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