RBA Wealth 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
Q2 | $257K | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Sell |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $211K | Buy |
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