QPWM
Quadrant Private Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
33,744
+1,238
| +4% | +$34.3K | 0.19% | 101 |
|
|
2025
Q1 | $864K | Sell |
32,506
-1,159
| -3% | -$30.8K | 0.22% | 95 |
|
|
2024
Q4 | $878K | Buy |
33,665
+23,174
| +221% | +$604K | 0.22% | 96 |
|
|
2024
Q3 | $843K | Buy |
10,491
+622
| +6% | +$50K | 0.21% | 103 |
|
|
2024
Q2 | $735K | Buy |
+9,869
| New | +$735K | 0.17% | 114 |
|