M Holdings Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

M Holdings Securities’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$496K	Sell
2024 Q4	$494K	Buy
2023 Q2	–	Hold
2023 Q1	–	Sell
2022 Q4	$450K	Hold
2022 Q3	$399K	Sell
2022 Q2	$580K	Buy
2022 Q1	$642K	Buy
2021 Q2	–	Sell
2021 Q1	$279K	Buy