Lutz Financial Services’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 | $229K | Hold |
8,275
| – | – | 0.02% | 93 |
|
|
2025
Q1 | $220K | Hold |
8,275
| – | – | 0.02% | 89 |
|
|
2024
Q4 | $216K | Sell |
8,275
-2
| -0% | -$52 | 0.02% | 90 |
|
|
2024
Q3 | $222K | Hold |
8,277
| – | – | 0.02% | 84 |
|
|
2024
Q2 | $204K | Hold |
8,277
| – | – | 0.02% | 86 |
|
|
2024
Q1 | $210K | Buy |
+8,277
| New | +$210K | 0.02% | 85 |
|
|
2022
Q1 | – | Sell |
-8,277
| Closed | -$202K | – | 63 |
|
|
2021
Q4 | $202K | Buy |
+8,277
| New | +$202K | 0.02% | 63 |
|