Matthew Goff Investment Advisor’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
$2.29M Buy
2025
Q2
Sell
2025
Q1
$2.15M Buy
2024
Q4
$2.11M Sell
2024
Q3
$2.18M Sell
2024
Q2
$2.01M Buy
2023
Q3
Sell
2023
Q2
$2.13M Sell
2023
Q1
$2.09M Buy
2022
Q3
Sell
2022
Q2
$881K Buy