RWM
RKL 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 | $4.08M | Sell |
147,609
-22,204
| -13% | -$614K | 0.36% | 42 |
|
|
2025
Q1 | $4.51M | Sell |
169,813
-19,206
| -10% | -$510K | 0.43% | 38 |
|
|
2024
Q4 | $4.93M | Buy |
189,019
+113,981
| +152% | +$2.97M | 0.44% | 36 |
|
|
2024
Q3 | $6.03M | Sell |
75,038
-4,618
| -6% | -$371K | 0.55% | 31 |
|
|
2024
Q2 | $5.9M | Sell |
79,656
-4,067
| -5% | -$301K | 0.57% | 30 |
|
|
2024
Q1 | $6.36M | Sell |
83,723
-2,018
| -2% | -$153K | 0.63% | 30 |
|
|
2023
Q4 | $6.01M | Sell |
85,741
-2,750
| -3% | -$193K | 0.65% | 31 |
|
|
2023
Q3 | $5.7M | Sell |
88,491
-2,305
| -3% | -$149K | 0.7% | 30 |
|
|
2023
Q2 | $6.09M | Sell |
90,796
-1,944
| -2% | -$130K | 0.72% | 30 |
|
|
2023
Q1 | $6.08M | Buy |
92,740
+1,085
| +1% | +$71.2K | 0.77% | 29 |
|
|
2022
Q4 | $6.05M | Buy |
91,655
+45
| +0% | +$2.97K | 0.81% | 28 |
|
|
2022
Q3 | $5.36M | Sell |
91,610
-4,182
| -4% | -$245K | 0.77% | 28 |
|
|
2022
Q2 | $5.98M | Buy |
95,792
+3,296
| +4% | +$206K | 0.82% | 28 |
|
|
2022
Q1 | $6.6M | Buy |
92,496
+239
| +0.3% | +$17.1K | 0.79% | 28 |
|
|
2021
Q4 | $6.76M | Sell |
92,257
-1,701
| -2% | -$125K | 0.8% | 28 |
|
|
2021
Q3 | $6.34M | Sell |
93,958
-1,290
| -1% | -$87K | 0.81% | 29 |
|
|
2021
Q2 | $6.51M | Buy |
95,248
+7,589
| +9% | +$519K | 0.82% | 28 |
|
|
2021
Q1 | $5.72M | Sell |
87,659
-5,631
| -6% | -$368K | 0.77% | 31 |
|
|
2020
Q4 | $5.55M | Sell |
93,290
-3,490
| -4% | -$208K | 0.77% | 30 |
|
|
2020
Q3 | $5.05M | Sell |
96,780
-5,472
| -5% | -$286K | 0.8% | 31 |
|
|
2020
Q2 | $5.12M | Sell |
102,252
-9,456
| -8% | -$474K | 0.88% | 29 |
|
|
2020
Q1 | $4.95M | Buy |
111,708
+1,597
| +1% | +$70.7K | 1.03% | 26 |
|
|
2019
Q4 | $6.62M | Buy |
110,111
+6,556
| +6% | +$394K | 1.19% | 25 |
|
|
2019
Q3 | $5.88M | Sell |
103,555
-2,767
| -3% | -$157K | 1.12% | 26 |
|
|
2019
Q2 | $5.97M | Sell |
106,322
-1,674
| -2% | -$94K | 1.1% | 27 |
|
|
2019
Q1 | $5.91M | Buy |
107,996
+4,952
| +5% | +$271K | 1.16% | 23 |
|
|
2018
Q4 | $5.07M | Buy |
103,044
+6,353
| +7% | +$313K | 1.17% | 23 |
|
|
2018
Q3 | $5.42M | Buy |
96,691
+4,786
| +5% | +$268K | 1.15% | 23 |
|
|
2018
Q2 | $4.88M | Buy |
91,905
+13,935
| +18% | +$740K | 1.1% | 26 |
|
|
2018
Q1 | $4.12M | Buy |
77,970
+20,643
| +36% | +$1.09M | 0.97% | 27 |
|
|
2017
Q4 | $3.14M | Buy |
+57,327
| New | +$3.14M | 0.77% | 35 |
|