My Legacy 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 | $257K | Sell |
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2025
Q1 | $365K | Sell |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $648K | Buy |
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