MONECO Advisors’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 | $375K | Sell |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $592K | Sell |
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|
2021
Q2 | $861K | Sell |
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|
2021
Q1 | $967K | Buy |
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