Moisand Fitzgerald Tamayo’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $2.01M | Sell |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $2.89M | Sell |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $3.99M | Buy |
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|
2022
Q1 | $2.84M | Sell |
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|
2021
Q4 | $6.84M | Sell |
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|
2021
Q3 | $8.55M | Sell |
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|
2021
Q2 | $8.87M | Buy |
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|
2021
Q1 | $8.31M | Sell |
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|
2020
Q4 | $9.01M | Sell |
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|
2020
Q3 | $8.22M | Buy |
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|
2020
Q2 | $7.46M | Sell |
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|
2020
Q1 | $6.67M | Buy |
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|
2019
Q4 | $8.04M | Sell |
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|
2019
Q3 | $7.92M | Sell |
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|
2019
Q2 | $8.02M | Buy |
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|
2019
Q1 | $7.81M | Buy |
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|
2018
Q4 | $6.74M | Buy |
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|
2018
Q3 | $6.33M | Buy |
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|
2018
Q2 | $5.85M | Buy |
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|
2018
Q1 | $5.57M | Buy |
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|
2017
Q4 | $5.72M | Buy |
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|
2017
Q3 | $5.32M | Buy |
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|
2017
Q2 | $5.08M | Buy |
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|
2017
Q1 | $4.87M | Sell |
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|
2016
Q4 | $5.05M | Sell |
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|
2016
Q3 | $4.96M | Buy |
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|
2016
Q2 | $4.84M | Buy |
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|
2016
Q1 | $4.63M | Buy |
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|
2015
Q4 | $3.83M | Buy |
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