Morton Brown Family Wealth’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 | $9.8K | Hold |
354
| – | – | ﹤0.01% | 193 |
|
|
2025
Q1 | $9.41K | Hold |
354
| – | – | ﹤0.01% | 198 |
|
|
2024
Q4 | $9.23K | Hold |
354
| – | – | ﹤0.01% | 179 |
|
|
2024
Q3 | $9.48K | Hold |
354
| – | – | ﹤0.01% | 171 |
|
|
2024
Q2 | $9.05K | Hold |
354
| – | – | ﹤0.01% | 163 |
|
|
2024
Q1 | $8.97K | Hold |
354
| – | – | ﹤0.01% | 159 |
|
|
2023
Q4 | $8.27K | Hold |
354
| – | – | ﹤0.01% | 191 |
|
|
2023
Q3 | $7.61K | Hold |
354
| – | – | ﹤0.01% | 138 |
|
|
2023
Q2 | $7.92K | Hold |
354
| – | – | ﹤0.01% | 130 |
|
|
2023
Q1 | $7.74K | Hold |
354
| – | – | ﹤0.01% | 143 |
|
|
2022
Q4 | $7.79K | Hold |
354
| – | – | 0.01% | 120 |
|
|
2022
Q3 | $7K | Hold |
354
| – | – | 0.01% | 129 |
|
|
2022
Q2 | $7K | Buy |
+354
| New | +$7K | 0.01% | 127 |
|