Principal Securities’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 | $272K | Buy |
9,821
+144
| +1% | +$3.99K | 0.01% | 1102 |
|
|
2025
Q1 | $252K | Hold |
9,677
| – | – | 0.01% | 1036 |
|
|
2024
Q4 | $252K | Sell |
9,677
-733
| -7% | -$19.1K | 0.01% | 1034 |
|
|
2024
Q3 | $279K | Buy |
10,410
+762
| +8% | +$20.4K | 0.01% | 964 |
|
|
2024
Q2 | $238K | Sell |
9,648
-162
| -2% | -$4K | 0.01% | 974 |
|
|
2024
Q1 | $248K | Sell |
9,810
-552
| -5% | -$14K | 0.01% | 931 |
|
|
2023
Q4 | $242K | Buy |
+10,362
| New | +$242K | 0.01% | 874 |
|