Market Street Wealth Management Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $988K | Sell |
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|
2025
Q2 | $942K | Sell |
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|
2025
Q1 | $921K | Hold |
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|
2024
Q4 | $903K | Sell |
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|
2024
Q3 | $946K | Sell |
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|
2024
Q2 | $914K | Sell |
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|
2024
Q1 | $949K | Hold |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.51M | Hold |
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|
2022
Q2 | $1.61M | Hold |
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|
2022
Q1 | $1.85M | Hold |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.88M | Hold |
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|
2021
Q1 | $1.79M | Hold |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.75M | Sell |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $635K | Sell |
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|
2019
Q3 | $878K | Buy |
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