One Charles Private Wealth Services’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 | $256K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $361K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $391K | Hold |
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|
2021
Q2 | $396K | Buy |
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