MGWM
Marks Group Wealth Management’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 | $597K | Hold |
21,558
| – | – | 0.06% | 217 |
|
|
2025
Q1 | $573K | Hold |
21,558
| – | – | 0.06% | 226 |
|
|
2024
Q4 | $562K | Buy |
21,558
+14,372
| +200% | +$375K | 0.06% | 209 |
|
|
2024
Q3 | $578K | Hold |
7,186
| – | – | 0.06% | 214 |
|
|
2024
Q2 | $532K | Hold |
7,186
| – | – | 0.06% | 216 |
|
|
2024
Q1 | $546K | Hold |
7,186
| – | – | 0.06% | 213 |
|
|
2023
Q4 | $504K | Hold |
7,186
| – | – | 0.06% | 215 |
|
|
2023
Q3 | $463K | Hold |
7,186
| – | – | 0.06% | 211 |
|
|
2023
Q2 | $482K | Hold |
7,186
| – | – | 0.06% | 210 |
|
|
2023
Q1 | $471K | Hold |
7,186
| – | – | 0.06% | 213 |
|
|
2022
Q4 | $474K | Hold |
7,186
| – | – | 0.06% | 214 |
|
|
2022
Q3 | $420K | Hold |
7,186
| – | – | 0.06% | 214 |
|
|
2022
Q2 | $449K | Hold |
7,186
| – | – | 0.06% | 213 |
|
|
2022
Q1 | $513K | Hold |
7,186
| – | – | 0.06% | 228 |
|
|
2021
Q4 | $526K | Hold |
7,186
| – | – | 0.06% | 231 |
|
|
2021
Q3 | $485K | Hold |
7,186
| – | – | 0.07% | 204 |
|
|
2021
Q2 | $491K | Hold |
7,186
| – | – | 0.07% | 180 |
|
|
2021
Q1 | $469K | Hold |
7,186
| – | – | 0.07% | 180 |
|
|
2020
Q4 | $428K | Hold |
7,186
| – | – | 0.07% | 185 |
|
|
2020
Q3 | $375K | Hold |
7,186
| – | – | 0.07% | 186 |
|
|
2020
Q2 | $360K | Sell |
7,186
-14
| -0.2% | -$701 | 0.07% | 180 |
|
|
2020
Q1 | $319K | Buy |
+7,200
| New | +$319K | 0.08% | 174 |
|