MYeCFO’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 | $1.93M | Buy |
69,640
+840
| +1% | +$23.2K | 0.95% | 21 |
|
|
2025
Q1 | $1.83M | Buy |
68,800
+18,681
| +37% | +$497K | 0.97% | 21 |
|
|
2024
Q4 | $1.31M | Buy |
50,119
+14,020
| +39% | +$366K | 0.71% | 25 |
|
|
2024
Q3 | $968K | Buy |
36,099
+9,990
| +38% | +$268K | 0.52% | 30 |
|
|
2024
Q2 | $645K | Buy |
26,109
+1,500
| +6% | +$37K | 0.37% | 32 |
|
|
2024
Q1 | $623K | Buy |
24,609
+15,330
| +165% | +$388K | 0.37% | 33 |
|
|
2023
Q4 | $229K | Buy |
+9,279
| New | +$229K | 0.14% | 47 |
|