Rise 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
Q3 | $2.77K | Hold |
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|
2025
Q2 | $2.62K | Sell |
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|
2025
Q1 | $7.74K | Buy |
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|
2024
Q4 | $7.55K | Buy |
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|
2024
Q3 | $2.49K | Hold |
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|
2024
Q2 | $2.27K | Hold |
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|
2024
Q1 | $2.33K | Buy |
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|
2023
Q4 | $2.14K | Hold |
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|
2023
Q3 | $1.95K | Hold |
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|
2023
Q2 | $2.02K | Hold |
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|
2023
Q1 | $1.96K | Hold |
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|
2022
Q4 | $1.96K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Buy |
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