Money Concepts Capital’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 | $1.32M | Buy |
47,694
+2,808
| +6% | +$77.7K | 0.09% | 208 |
|
|
2025
Q1 | $1.19M | Buy |
44,886
+161
| +0.4% | +$4.28K | 0.09% | 202 |
|
|
2024
Q4 | $1.17M | Buy |
44,725
+1,159
| +3% | +$30.2K | 0.09% | 194 |
|
|
2024
Q3 | $1.17M | Buy |
43,566
+1,824
| +4% | +$48.9K | 0.09% | 194 |
|
|
2024
Q2 | $1.03M | Sell |
41,742
-384
| -0.9% | -$9.48K | 0.09% | 200 |
|
|
2024
Q1 | $1.07M | Sell |
42,126
-459
| -1% | -$11.6K | 0.1% | 202 |
|
|
2023
Q4 | $995K | Sell |
42,585
-1,077
| -2% | -$25.2K | 0.09% | 209 |
|
|
2023
Q3 | $938K | Sell |
43,662
-273
| -0.6% | -$5.87K | 0.1% | 203 |
|
|
2023
Q2 | $983K | Sell |
43,935
-891
| -2% | -$19.9K | 0.1% | 204 |
|
|
2023
Q1 | $222K | Sell |
44,826
-11,016
| -20% | -$54.7K | 0.01% | 396 |
|
|
2022
Q4 | $1.23M | Buy |
55,842
+3,651
| +7% | +$80.3K | 0.05% | 262 |
|
|
2022
Q3 | $1.02M | Sell |
52,191
-243
| -0.5% | -$4.74K | 0.06% | 230 |
|
|
2022
Q2 | $1.1M | Sell |
52,434
-7,578
| -13% | -$159K | 0.1% | 196 |
|
|
2022
Q1 | $1.43M | Sell |
60,012
-4,872
| -8% | -$116K | 0.08% | 243 |
|
|
2021
Q4 | $1.58M | Buy |
+64,884
| New | +$1.58M | 0.13% | 154 |
|
|
2021
Q1 | $1.39M | Sell |
63,993
-12,129
| -16% | -$264K | 0.11% | 183 |
|
|
2020
Q4 | $1.51M | Buy |
+76,122
| New | +$1.51M | 0.14% | 147 |
|