LWM
LongView Wealth Management’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 | $605K | Sell |
21,866
-15,956
| -42% | -$441K | 0.18% | 104 |
|
|
2025
Q1 | $1.01M | Sell |
37,822
-4,130
| -10% | -$110K | 0.3% | 71 |
|
|
2024
Q4 | $1.09M | Buy |
41,952
+27,969
| +200% | +$729K | 0.33% | 67 |
|
|
2024
Q3 | $1.12M | Buy |
13,983
+117
| +0.8% | +$9.4K | 0.36% | 60 |
|
|
2024
Q2 | $1.03M | Sell |
13,866
-83
| -0.6% | -$6.15K | 0.38% | 60 |
|
|
2024
Q1 | $1.06M | Buy |
13,949
+2,305
| +20% | +$175K | 0.42% | 54 |
|
|
2023
Q4 | $813K | Buy |
+11,644
| New | +$813K | 0.36% | 62 |
|