Mitchell Sinkler & Starr’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
Q1 | – | Sell |
-1,680
| Closed | -$43.8K | – | 169 |
|
|
2024
Q4 | $43.8K | Hold |
1,680
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $45K | Hold |
1,680
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $42.9K | Buy |
1,680
+180
| +12% | +$4.6K | 0.01% | 174 |
|
|
2024
Q1 | $38K | Buy |
+1,500
| New | +$38K | 0.01% | 174 |
|
|
2023
Q3 | – | Sell |
-15,045
| Closed | -$336K | – | 128 |
|
|
2023
Q2 | $336K | Hold |
15,045
| – | – | 0.1% | 116 |
|
|
2023
Q1 | $329K | Buy |
+15,045
| New | +$329K | 0.1% | 115 |
|