MAG
M3 Advisory Group’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 | $2.57M | Buy |
92,987
+1,377
| +2% | +$38.1K | 1.78% | 15 |
|
|
2025
Q1 | $2.43M | Buy |
91,610
+1,222
| +1% | +$32.5K | 1.92% | 13 |
|
|
2024
Q4 | $2.36M | Buy |
90,388
+64,470
| +249% | +$1.68M | 1.69% | 16 |
|
|
2024
Q3 | $2.08M | Buy |
25,918
+1,791
| +7% | +$144K | 1.53% | 16 |
|
|
2024
Q2 | $1.79M | Buy |
24,127
+1,669
| +7% | +$124K | 1.47% | 17 |
|
|
2024
Q1 | $1.71M | Buy |
22,458
+570
| +3% | +$43.3K | 1.55% | 16 |
|
|
2023
Q4 | $1.53M | Buy |
+21,888
| New | +$1.53M | 1.8% | 14 |
|