LifePlan Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
127,005
-506
| -0.4% | -$14K | 1.75% | 21 |
|
|
2025
Q1 | $3.39M | Sell |
127,511
-1,362
| -1% | -$36.2K | 1.95% | 18 |
|
|
2024
Q4 | $3.36M | Sell |
128,873
-4,957
| -4% | -$129K | 2.08% | 17 |
|
|
2024
Q3 | $3.59M | Buy |
133,830
+1,335
| +1% | +$35.8K | 2.29% | 15 |
|
|
2024
Q2 | $3.27M | Buy |
132,495
+4,539
| +4% | +$112K | 2.36% | 13 |
|
|
2024
Q1 | $3.24M | Sell |
127,956
-4,458
| -3% | -$113K | 2.58% | 12 |
|
|
2023
Q4 | $3.09M | Buy |
132,414
+3,348
| +3% | +$78.2K | 2.83% | 11 |
|
|
2023
Q3 | $2.77M | Buy |
129,066
+1,812
| +1% | +$38.9K | 2.95% | 11 |
|
|
2023
Q2 | $2.85M | Buy |
+127,254
| New | +$2.85M | 3.18% | 11 |
|