Retirement Guys Formula’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
Q3 | $8.08M | Sell |
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|
2025
Q2 | $7.79M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $9.95M | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $5.59M | Buy |
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|
2021
Q4 | $4.85M | Buy |
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