Private Wealth Management Group’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 | $3.74K | Hold |
135
| – | – | ﹤0.01% | 872 |
|
|
2025
Q1 | $3.59K | Hold |
135
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $3.52K | Hold |
135
| – | – | ﹤0.01% | 884 |
|
|
2024
Q3 | $3.62K | Hold |
135
| – | – | ﹤0.01% | 854 |
|
|
2024
Q2 | $3.33K | Hold |
135
| – | – | ﹤0.01% | 874 |
|
|
2024
Q1 | $3.42K | Hold |
135
| – | – | ﹤0.01% | 766 |
|
|
2023
Q4 | $3.16K | Buy |
+135
| New | +$3.16K | ﹤0.01% | 787 |
|