Larson Financial Group’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 | $1.11M | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $999K | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $861K | Buy |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $84K | Sell |
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|
2022
Q2 | $137K | Sell |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $163K | Buy |
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|
2021
Q3 | $147K | Buy |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $131K | Buy |
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|
2020
Q4 | $97K | Sell |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $313K | Sell |
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|
2019
Q3 | $297K | Sell |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $246K | Buy |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $286K | Sell |
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|
2018
Q1 | $288K | Sell |
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|
2017
Q4 | $514K | Buy |
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