Phillips Financial Management’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 | $59.4K | Hold |
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|
2025
Q2 | $56.4K | Hold |
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|
2025
Q1 | $54.2K | Hold |
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|
2024
Q4 | $53.2K | Hold |
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|
2024
Q3 | $54.7K | Hold |
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|
2024
Q2 | $50.4K | Hold |
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|
2024
Q1 | $51.7K | Hold |
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|
2023
Q4 | $47.7K | Hold |
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|
2023
Q3 | $43.8K | Hold |
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|
2023
Q2 | $45.6K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $98K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $589K | Sell |
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|
2018
Q4 | $822K | Hold |
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|
2018
Q3 | $938K | Buy |
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|
2018
Q2 | $858K | Buy |
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|
2018
Q1 | $838K | Sell |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $904K | Buy |
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|
2017
Q2 | $868K | Buy |
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|
2017
Q1 | $752K | Buy |
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|
2016
Q4 | $711K | Buy |
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|
2016
Q3 | $612K | Buy |
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|
2016
Q2 | $616K | Buy |
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|
2016
Q1 | $557K | Buy |
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|
2015
Q4 | $445K | Buy |
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|
2015
Q3 | $455K | Buy |
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|
2015
Q2 | $458K | Hold |
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|
2015
Q1 | $460K | Buy |
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