May Barnhard Investments’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 | $9.71M | Sell |
350,876
-513
| -0.1% | -$14.2K | 4.53% | 4 |
|
|
2025
Q1 | $9.34M | Buy |
351,389
+12,978
| +4% | +$345K | 4.66% | 4 |
|
|
2024
Q4 | $8.82M | Buy |
338,411
+11,801
| +4% | +$308K | 4.2% | 4 |
|
|
2024
Q3 | $8.75M | Buy |
326,610
+6,360
| +2% | +$170K | 4.27% | 4 |
|
|
2024
Q2 | $7.91M | Sell |
320,250
-38,880
| -11% | -$960K | 4.08% | 6 |
|
|
2024
Q1 | $9.1M | Buy |
359,130
+23,439
| +7% | +$594K | 4.55% | 5 |
|
|
2023
Q4 | $7.84M | Buy |
+335,691
| New | +$7.84M | 4.03% | 6 |
|