MeadowBrook Investment Advisors’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 | $138K | Sell |
5,005
-65
| -1% | -$1.8K | 0.12% | 136 |
|
|
2025
Q1 | $135K | Hold |
5,070
| – | – | 0.13% | 135 |
|
|
2024
Q4 | $132K | Hold |
5,070
| – | – | 0.12% | 139 |
|
|
2024
Q3 | $136K | Hold |
5,070
| – | – | 0.12% | 132 |
|
|
2024
Q2 | $125K | Hold |
5,070
| – | – | 0.12% | 129 |
|
|
2024
Q1 | $128K | Hold |
5,070
| – | – | 0.12% | 131 |
|
|
2023
Q4 | $118K | Buy |
+5,070
| New | +$118K | 0.11% | 133 |
|