ORG Partners’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 | $9.1K | Hold |
325
| – | – | ﹤0.01% | 922 |
|
|
2025
Q1 | $8.65K | Sell |
325
-591
| -65% | -$15.7K | ﹤0.01% | 828 |
|
|
2024
Q4 | $23.9K | Buy |
916
+4
| +0.4% | +$104 | ﹤0.01% | 698 |
|
|
2024
Q3 | $24.5K | Hold |
912
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $22.4K | Buy |
+912
| New | +$22.4K | ﹤0.01% | 1039 |
|
|
2024
Q1 | – | Sell |
-588
| Closed | -$13.7K | – | 999 |
|
|
2023
Q4 | $13.7K | Hold |
588
| – | – | ﹤0.01% | 720 |
|
|
2023
Q3 | $12.6K | Hold |
588
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $13.2K | Buy |
+588
| New | +$13.2K | ﹤0.01% | 931 |
|