NFP Retirement Inc’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 | $1.24M | Buy |
|
|||||
|
2025
Q1 | $1.18M | Sell |
|
|||||
|
2024
Q4 | $1.5M | Sell |
|
|||||
|
2024
Q3 | $1.58M | Sell |
|
|||||
|
2024
Q2 | $1.66M | Sell |
|
|||||
|
2024
Q1 | $2.25M | Sell |
|
|||||
|
2023
Q4 | $2.53M | Sell |
|
|||||
|
2023
Q3 | $2.38M | Buy |
|
|||||
|
2023
Q2 | $2.31M | Sell |
|
|||||
|
2023
Q1 | $2.38M | Sell |
|
|||||
|
2022
Q4 | $2.47M | Sell |
|
|||||
|
2022
Q3 | $4.52M | Sell |
|
|||||
|
2022
Q2 | $5.6M | Buy |
|
|||||
|
2022
Q1 | $5.59M | Buy |
|
|||||
|
2021
Q4 | $5.69M | Buy |
|
|||||
|
2021
Q3 | $4.95M | Sell |
|
|||||
|
2021
Q2 | $6.09M | Buy |
|
|||||
|
2021
Q1 | $2.98M | Buy |
|
|||||
|
2020
Q4 | $1.93M | Buy |
|
|||||
|
2020
Q3 | $1.4M | Buy |
|
|||||
|
2020
Q2 | $867K | Sell |
|
|||||
|
2020
Q1 | $1.27M | Buy |
|
|||||
|
2019
Q4 | $1.12M | Buy |
|