MLA
My Legacy Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
9,106
-4,628
| -34% | -$131K | 0.09% | 188 |
|
|
2025
Q1 | $365K | Sell |
13,734
-82
| -0.6% | -$2.18K | 0.14% | 157 |
|
|
2024
Q4 | $366K | Buy |
+13,816
| New | +$366K | 0.14% | 154 |
|
|
2024
Q3 | – | Sell |
-4,407
| Closed | -$326K | – | 209 |
|
|
2024
Q2 | $326K | Sell |
4,407
-394
| -8% | -$29.2K | 0.1% | 182 |
|
|
2024
Q1 | $365K | Sell |
4,801
-57
| -1% | -$4.33K | 0.12% | 178 |
|
|
2023
Q4 | $339K | Sell |
4,858
-170
| -3% | -$11.9K | 0.12% | 174 |
|
|
2023
Q3 | $318K | Sell |
5,028
-82
| -2% | -$5.19K | 0.13% | 169 |
|
|
2023
Q2 | $347K | Sell |
5,110
-535
| -9% | -$36.3K | 0.14% | 172 |
|
|
2023
Q1 | $371K | Sell |
5,645
-104
| -2% | -$6.84K | 0.16% | 167 |
|
|
2022
Q4 | $396K | Sell |
5,749
-2,138
| -27% | -$147K | 0.17% | 166 |
|
|
2022
Q3 | $470K | Sell |
7,887
-1,161
| -13% | -$69.2K | 0.24% | 151 |
|
|
2022
Q2 | $569K | Sell |
9,048
-29
| -0.3% | -$1.82K | 0.28% | 133 |
|
|
2022
Q1 | $648K | Buy |
+9,077
| New | +$648K | 0.3% | 116 |
|