Merit Financial Group’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 | $23.6M | Buy |
851,158
+479,673
| +129% | +$13.3M | 0.26% | 71 |
|
|
2025
Q1 | $9.87M | Buy |
371,485
+358,866
| +2,844% | +$9.54M | 0.15% | 117 |
|
|
2024
Q4 | $329K | Buy |
12,619
+2,989
| +31% | +$77.9K | 0.01% | 890 |
|
|
2024
Q3 | $258K | Buy |
9,630
+30
| +0.3% | +$804 | 0.01% | 707 |
|
|
2024
Q2 | $237K | Sell |
9,600
-1,500
| -14% | -$37K | 0.01% | 801 |
|
|
2024
Q1 | $271K | Buy |
+11,100
| New | +$271K | 0.01% | 743 |
|
|
2023
Q3 | – | Sell |
-37,752
| Closed | -$844K | – | 776 |
|
|
2023
Q2 | $844K | Buy |
+37,752
| New | +$844K | 0.03% | 362 |
|