Main Street Financial Solutions’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 | $4.75M | Buy |
171,749
+8,953
| +5% | +$248K | 0.34% | 59 |
|
|
2025
Q1 | $4.33M | Buy |
162,796
+21,791
| +15% | +$579K | 0.38% | 54 |
|
|
2024
Q4 | $3.68M | Buy |
141,005
+2,402
| +2% | +$62.6K | 0.36% | 53 |
|
|
2024
Q3 | $3.71M | Sell |
138,603
-1,584
| -1% | -$42.4K | 0.34% | 56 |
|
|
2024
Q2 | $3.46M | Buy |
140,187
+7,176
| +5% | +$177K | 0.33% | 57 |
|
|
2024
Q1 | $3.37M | Buy |
133,011
+5,514
| +4% | +$140K | 0.36% | 57 |
|
|
2023
Q4 | $2.98M | Buy |
127,497
+5,583
| +5% | +$130K | 0.38% | 48 |
|
|
2023
Q3 | $2.62M | Buy |
121,914
+92,613
| +316% | +$1.99M | 0.37% | 53 |
|
|
2023
Q2 | $655K | Buy |
29,301
+15,660
| +115% | +$350K | 0.09% | 216 |
|
|
2023
Q1 | $298K | Buy |
+13,641
| New | +$298K | 0.04% | 344 |
|