Leeward Financial Partners’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 | $4.77M | Buy |
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|
2025
Q1 | $4.52M | Buy |
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|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $4.46M | Buy |
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|
2024
Q2 | $4.04M | Sell |
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|
2024
Q1 | $4.82M | Buy |
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|
2023
Q4 | $3.74M | Buy |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $5.21M | Buy |
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|
2022
Q4 | $5.04M | Sell |
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|
2022
Q3 | $4.62M | Buy |
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|
2022
Q2 | $4.88M | Buy |
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|
2022
Q1 | $3.99M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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