Noble Family Wealth’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 | $20M | Buy |
723,329
+52,009
| +8% | +$1.44M | 4.89% | 7 |
|
|
2025
Q1 | $17.8M | Sell |
671,320
-19,601
| -3% | -$521K | 4.91% | 6 |
|
|
2024
Q4 | $17.9M | Buy |
690,921
+666
| +0.1% | +$17.3K | 4.94% | 8 |
|
|
2024
Q3 | $18.5M | Sell |
690,255
-2,010
| -0.3% | -$53.8K | 4.97% | 8 |
|
|
2024
Q2 | $17.1M | Sell |
692,265
-198
| -0% | -$4.89K | 4.92% | 8 |
|
|
2024
Q1 | $17.5M | Sell |
692,463
-54,393
| -7% | -$1.38M | 4.99% | 8 |
|
|
2023
Q4 | $17.5M | Buy |
746,856
+24,294
| +3% | +$568K | 5.29% | 7 |
|
|
2023
Q3 | $15.5M | Buy |
722,562
+7,953
| +1% | +$171K | 5.24% | 7 |
|
|
2023
Q2 | $16M | Sell |
714,609
-1,224
| -0.2% | -$27.4K | 5.2% | 7 |
|
|
2023
Q1 | $15.6M | Buy |
+715,833
| New | +$15.6M | 5.34% | 7 |
|