Prestige Wealth Management Group’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 | $317K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $341K | Hold |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $404K | Sell |
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|
2021
Q3 | $380K | Sell |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $2M | Buy |
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|
2019
Q3 | $1.86M | Sell |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.92M | Sell |
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|
2018
Q4 | $1.83M | Buy |
|