Long Island Wealth Management’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 | $1.34M | Sell |
48,530
-2,464
| -5% | -$68.2K | 0.7% | 32 |
|
|
2025
Q1 | $1.36M | Buy |
50,994
+2,760
| +6% | +$73.4K | 0.83% | 28 |
|
|
2024
Q4 | $1.26M | Sell |
48,234
-132
| -0.3% | -$3.44K | 0.79% | 31 |
|
|
2024
Q3 | $1.3M | Buy |
48,366
+93
| +0.2% | +$2.49K | 0.85% | 30 |
|
|
2024
Q2 | $1.19M | Sell |
48,273
-3
| -0% | -$74 | 0.84% | 31 |
|
|
2024
Q1 | $1.22M | Sell |
48,276
-3,480
| -7% | -$88.2K | 0.86% | 31 |
|
|
2023
Q4 | $1.21M | Buy |
+51,756
| New | +$1.21M | 0.86% | 33 |
|