Ritholtz Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
64,665
+56,613
| +703% | +$1.57M | 0.04% | 315 |
|
|
2025
Q1 | $214K | Buy |
+8,052
| New | +$214K | 0.01% | 847 |
|
|
2024
Q1 | – | Sell |
-10,014
| Closed | -$234K | – | 823 |
|
|
2023
Q4 | $234K | Buy |
+10,014
| New | +$234K | 0.01% | 661 |
|
|
2022
Q3 | – | Sell |
-10,245
| Closed | -$213K | – | 738 |
|
|
2022
Q2 | $213K | Sell |
10,245
-510
| -5% | -$10.6K | 0.01% | 488 |
|
|
2022
Q1 | $256K | Sell |
10,755
-6,741
| -39% | -$160K | 0.02% | 446 |
|
|
2021
Q4 | $427K | Sell |
17,496
-1,038
| -6% | -$25.3K | 0.03% | 332 |
|
|
2021
Q3 | $417K | Buy |
18,534
+345
| +2% | +$7.76K | 0.03% | 308 |
|
|
2021
Q2 | $415K | Buy |
18,189
+1,878
| +12% | +$42.8K | 0.03% | 297 |
|
|
2021
Q1 | $355K | Buy |
16,311
+624
| +4% | +$13.6K | 0.03% | 274 |
|
|
2020
Q4 | $311K | Buy |
+15,687
| New | +$311K | 0.03% | 248 |
|