LifeSteps 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
Q3 | $391K | Sell |
|
|||||
|
2025
Q2 | $375K | Sell |
|
|||||
|
2025
Q1 | $381K | Sell |
|
|||||
|
2024
Q4 | $388K | Buy |
|
|||||
|
2024
Q3 | $398K | Sell |
|
|||||
|
2024
Q2 | $368K | Sell |
|
|||||
|
2024
Q1 | $386K | Sell |
|
|||||
|
2023
Q4 | $383K | Sell |
|
|||||
|
2023
Q3 | $352K | Sell |
|
|||||
|
2023
Q2 | $369K | Buy |
|
|||||
|
2023
Q1 | $359K | Sell |
|
|||||
|
2022
Q4 | $372K | Sell |
|
|||||
|
2022
Q3 | $418K | Sell |
|
|||||
|
2022
Q2 | $450K | Sell |
|
|||||
|
2022
Q1 | $515K | Sell |
|
|||||
|
2021
Q4 | $537K | Buy |
|
|||||
|
2021
Q3 | $463K | Buy |
|
|||||
|
2021
Q2 | $418K | Buy |
|
|||||
|
2021
Q1 | $398K | Buy |
|
|||||
|
2020
Q4 | $362K | Sell |
|
|||||
|
2020
Q3 | $322K | Sell |
|
|||||
|
2020
Q2 | $314K | Sell |
|
|||||
|
2020
Q1 | $293K | Sell |
|
|||||
|
2019
Q4 | $427K | Buy |
|