Resurgent Financial Advisors’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 | $344K | Sell |
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2025
Q1 | $342K | Sell |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $797K | Buy |
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|
2023
Q2 | $761K | Sell |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $747K | Sell |
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|
2022
Q2 | $878K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $645K | Buy |
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