Morton Brown Family Wealth’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
Q3 | $10.3K | Hold |
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|
2025
Q2 | $9.79K | Hold |
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2025
Q1 | $9.41K | Hold |
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|
2024
Q4 | $9.23K | Hold |
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|
2024
Q3 | $9.48K | Hold |
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|
2024
Q2 | $9.05K | Hold |
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|
2024
Q1 | $8.97K | Hold |
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|
2023
Q4 | $8.27K | Hold |
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|
2023
Q3 | $7.61K | Hold |
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|
2023
Q2 | $7.92K | Hold |
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|
2023
Q1 | $7.74K | Hold |
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|
2022
Q4 | $7.79K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Buy |
|