MA
MONECO Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
13,538
-411
| -3% | -$11.4K | 0.03% | 345 |
|
|
2025
Q1 | $371K | Sell |
13,949
-653
| -4% | -$17.4K | 0.04% | 329 |
|
|
2024
Q4 | $381K | Buy |
14,602
+9,749
| +201% | +$254K | 0.04% | 330 |
|
|
2024
Q3 | $390K | Sell |
4,853
-255
| -5% | -$20.5K | 0.05% | 297 |
|
|
2024
Q2 | $378K | Sell |
5,108
-77
| -1% | -$5.7K | 0.06% | 275 |
|
|
2024
Q1 | $394K | Buy |
5,185
+53
| +1% | +$4.03K | 0.06% | 270 |
|
|
2023
Q4 | $360K | Buy |
5,132
+931
| +22% | +$65.3K | 0.07% | 258 |
|
|
2023
Q3 | $271K | Sell |
4,201
-879
| -17% | -$56.7K | 0.07% | 267 |
|
|
2023
Q2 | $341K | Buy |
5,080
+15
| +0.3% | +$1.01K | 0.09% | 234 |
|
|
2023
Q1 | $332K | Sell |
5,065
-212
| -4% | -$13.9K | 0.1% | 226 |
|
|
2022
Q4 | $348K | Sell |
5,277
-127
| -2% | -$8.39K | 0.13% | 178 |
|
|
2022
Q3 | $316K | Sell |
5,404
-989
| -15% | -$57.8K | 0.13% | 177 |
|
|
2022
Q2 | $399K | Buy |
6,393
+14
| +0.2% | +$874 | 0.15% | 144 |
|
|
2022
Q1 | $455K | Buy |
6,379
+12
| +0.2% | +$856 | 0.17% | 131 |
|
|
2021
Q4 | $454K | Sell |
6,367
-2,406
| -27% | -$172K | 0.17% | 134 |
|
|
2021
Q3 | $592K | Sell |
8,773
-3,815
| -30% | -$257K | 0.23% | 97 |
|
|
2021
Q2 | $861K | Sell |
12,588
-2,224
| -15% | -$152K | 0.4% | 64 |
|
|
2021
Q1 | $967K | Buy |
+14,812
| New | +$967K | 0.47% | 54 |
|