Legacy Financial Group (Iowa)’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 | $383K | Sell |
13,833
-147
| -1% | -$4.07K | 0.05% | 91 |
|
|
2025
Q1 | $372K | Buy |
13,980
+285
| +2% | +$7.58K | 0.06% | 85 |
|
|
2024
Q4 | $357K | Buy |
+13,695
| New | +$357K | 0.06% | 84 |
|
|
2023
Q4 | – | Sell |
-108
| Closed | -$6.96K | – | 421 |
|
|
2023
Q3 | $6.96K | Buy |
+108
| New | +$6.96K | ﹤0.01% | 359 |
|