Modera Wealth 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 | $3.34M | Buy |
120,742
+404
| +0.3% | +$11.2K | 0.04% | 213 |
|
|
2025
Q1 | $3.2M | Buy |
120,338
+6,132
| +5% | +$163K | 0.04% | 211 |
|
|
2024
Q4 | $2.98M | Buy |
114,206
+81,884
| +253% | +$2.13M | 0.04% | 216 |
|
|
2024
Q3 | $866K | Sell |
32,322
-7,092
| -18% | -$190K | 0.01% | 330 |
|
|
2024
Q2 | $973K | Sell |
39,414
-1,719
| -4% | -$42.4K | 0.01% | 296 |
|
|
2024
Q1 | $1.04M | Sell |
41,133
-1,467
| -3% | -$37.2K | 0.02% | 296 |
|
|
2023
Q4 | $995K | Sell |
42,600
-1,623
| -4% | -$37.9K | 0.02% | 287 |
|
|
2023
Q3 | $950K | Sell |
44,223
-1,221
| -3% | -$26.2K | 0.02% | 291 |
|
|
2023
Q2 | $1.02M | Buy |
+45,444
| New | +$1.02M | 0.02% | 295 |
|