Retirement Planning Group (Kansas)’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 | $1.93M | Sell |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $837K | Buy |
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|
2023
Q2 | $865K | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $442K | Buy |
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