Mark Sheptoff Financial Planning’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 | $35.3K | Hold |
1,275
| – | – | 0.02% | 212 |
|
|
2025
Q1 | $33.9K | Hold |
1,275
| – | – | 0.02% | 197 |
|
|
2024
Q4 | $33.2K | Hold |
1,275
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $34.2K | Hold |
1,275
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $31.5K | Hold |
1,275
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $32.3K | Hold |
1,275
| – | – | 0.02% | 200 |
|
|
2023
Q4 | $29.8K | Hold |
1,275
| – | – | 0.02% | 196 |
|
|
2023
Q3 | $27.4K | Hold |
1,275
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $28.5K | Hold |
1,275
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $27.9K | Hold |
1,275
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $28.1K | Hold |
1,275
| – | – | 0.02% | 190 |
|
|
2022
Q3 | $25K | Hold |
1,275
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $27K | Hold |
1,275
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $30K | Hold |
1,275
| – | – | 0.02% | 210 |
|
|
2021
Q4 | $31K | Hold |
1,275
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $29K | Hold |
1,275
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $29K | Hold |
1,275
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $28K | Hold |
1,275
| – | – | 0.02% | 208 |
|
|
2020
Q4 | $25K | Hold |
1,275
| – | – | 0.01% | 202 |
|
|
2020
Q3 | $22K | Hold |
1,275
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $21K | Hold |
1,275
| – | – | 0.01% | 196 |
|
|
2020
Q1 | $19K | Sell |
1,275
-771
| -38% | -$11.5K | 0.01% | 183 |
|
|
2019
Q4 | $41K | Hold |
2,046
| – | – | 0.03% | 166 |
|
|
2019
Q3 | $39K | Hold |
2,046
| – | – | 0.03% | 162 |
|
|
2019
Q2 | $38K | Hold |
2,046
| – | – | 0.03% | 174 |
|
|
2019
Q1 | $37K | Hold |
2,046
| – | – | 0.03% | 168 |
|
|
2018
Q4 | $34K | Hold |
2,046
| – | – | 0.03% | 155 |
|
|
2018
Q3 | $38K | Hold |
2,046
| – | – | 0.03% | 190 |
|
|
2018
Q2 | $36K | Hold |
2,046
| – | – | 0.03% | 185 |
|
|
2018
Q1 | $36K | Hold |
2,046
| – | – | 0.03% | 185 |
|
|
2017
Q4 | $37K | Hold |
2,046
| – | – | 0.02% | 193 |
|
|
2017
Q3 | $35K | Buy |
+2,046
| New | +$35K | 0.02% | 202 |
|