Noble 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
$21.3M Buy
2025
Q2
$20M Buy
2025
Q1
$17.8M Sell
2024
Q4
$17.9M Buy
2024
Q3
$18.5M Sell
2024
Q2
$17.1M Sell
2024
Q1
$17.5M Sell
2023
Q4
$17.5M Buy
2023
Q3
$15.5M Buy
2023
Q2
$16M Sell
2023
Q1
$15.6M Buy