MidAtlantic Capital Management’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 | $667K | Sell |
24,088
-554
| -2% | -$15.3K | 0.47% | 53 |
|
|
2025
Q1 | $655K | Hold |
24,642
| – | – | 0.51% | 49 |
|
|
2024
Q4 | $642K | Hold |
24,642
| – | – | 0.47% | 51 |
|
|
2024
Q3 | $660K | Hold |
24,642
| – | – | 0.48% | 50 |
|
|
2024
Q2 | $608K | Hold |
24,642
| – | – | 0.51% | 47 |
|
|
2024
Q1 | $624K | Hold |
24,642
| – | – | 0.55% | 46 |
|
|
2023
Q4 | $576K | Buy |
+24,642
| New | +$576K | 0.56% | 47 |
|