Rise 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 | $2.62K | Sell |
95
-196
| -67% | -$5.4K | ﹤0.01% | 1177 |
|
|
2025
Q1 | $7.74K | Buy |
291
+1
| +0.3% | +$27 | ﹤0.01% | 1117 |
|
|
2024
Q4 | $7.55K | Buy |
290
+197
| +212% | +$5.13K | ﹤0.01% | 1030 |
|
|
2024
Q3 | $2.49K | Hold |
93
| – | – | ﹤0.01% | 1119 |
|
|
2024
Q2 | $2.27K | Hold |
93
| – | – | ﹤0.01% | 1117 |
|
|
2024
Q1 | $2.33K | Buy |
93
+3
| +3% | +$75 | ﹤0.01% | 1128 |
|
|
2023
Q4 | $2.14K | Hold |
90
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $1.95K | Hold |
90
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $2.02K | Hold |
90
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $1.96K | Hold |
90
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $1.96K | Hold |
90
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $2K | Buy |
90
+3
| +3% | +$67 | ﹤0.01% | 573 |
|
|
2022
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 556 |
|