Mayfair Advisory Group’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 | $703K | Buy |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $522K | Hold |
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|
2024
Q3 | $535K | Hold |
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $507K | Hold |
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|
2023
Q4 | $469K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $453K | Hold |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $464K | Hold |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $391K | Hold |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $974K | Buy |
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