Marks Group Wealth Management’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
Q2 | $597K | Hold |
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|
2025
Q1 | $573K | Hold |
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|
2024
Q4 | $562K | Hold |
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|
2024
Q3 | $578K | Hold |
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|
2024
Q2 | $532K | Hold |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $504K | Hold |
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|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $449K | Hold |
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|
2022
Q1 | $513K | Hold |
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|
2021
Q4 | $526K | Hold |
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|
2021
Q3 | $485K | Hold |
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|
2021
Q2 | $491K | Hold |
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|
2021
Q1 | $469K | Hold |
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|
2020
Q4 | $428K | Hold |
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|
2020
Q3 | $375K | Hold |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $319K | Buy |
|