Resurgent Financial Advisors’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 | $344K | Sell |
12,433
-447
| -3% | -$12.4K | 0.19% | 136 |
|
|
2025
Q1 | $342K | Sell |
12,880
-3,511
| -21% | -$93.3K | 0.21% | 131 |
|
|
2024
Q4 | $427K | Sell |
16,391
-103
| -0.6% | -$2.69K | 0.25% | 112 |
|
|
2024
Q3 | $442K | Buy |
16,494
+69
| +0.4% | +$1.85K | 0.26% | 113 |
|
|
2024
Q2 | $406K | Sell |
16,425
-26,673
| -62% | -$659K | 0.25% | 117 |
|
|
2024
Q1 | $1.09M | Buy |
43,098
+16,785
| +64% | +$425K | 0.58% | 46 |
|
|
2023
Q4 | $615K | Sell |
26,313
-10,764
| -29% | -$252K | 0.38% | 70 |
|
|
2023
Q3 | $797K | Buy |
37,077
+3,066
| +9% | +$65.9K | 0.54% | 42 |
|
|
2023
Q2 | $761K | Sell |
34,011
-3,888
| -10% | -$87K | 0.5% | 48 |
|
|
2023
Q1 | $828K | Sell |
37,899
-1,179
| -3% | -$25.8K | 0.55% | 44 |
|
|
2022
Q4 | $860K | Buy |
39,078
+780
| +2% | +$17.2K | 0.45% | 50 |
|
|
2022
Q3 | $747K | Sell |
38,298
-3,885
| -9% | -$75.8K | 0.5% | 51 |
|
|
2022
Q2 | $878K | Sell |
42,183
-699
| -2% | -$14.5K | 0.56% | 45 |
|
|
2022
Q1 | $1.02M | Buy |
42,882
+16,443
| +62% | +$391K | 0.63% | 38 |
|
|
2021
Q4 | $645K | Buy |
+26,439
| New | +$645K | 0.51% | 55 |
|