LRI Investments’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 | $7.22K | Hold |
261
| – | – | ﹤0.01% | 917 |
|
|
2025
Q1 | $6.94K | Hold |
261
| – | – | ﹤0.01% | 864 |
|
|
2024
Q4 | $6.8K | Sell |
261
-522
| -67% | -$13.6K | ﹤0.01% | 859 |
|
|
2024
Q3 | $7.11K | Buy |
783
+522
| +200% | +$4.74K | ﹤0.01% | 848 |
|
|
2024
Q2 | $6.45K | Hold |
261
| – | – | ﹤0.01% | 835 |
|
|
2024
Q1 | $6.61K | Buy |
+261
| New | +$6.61K | ﹤0.01% | 577 |
|