Morris Financial Concepts’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 | $260K | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $257K | Sell |
|
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $512K | Buy |
|