Robinson Smith Wealth 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 | $704K | Hold |
25,450
| – | – | 0.56% | 36 |
|
|
2025
Q1 | $676K | Buy |
25,450
+17,458
| +218% | +$464K | 0.57% | 38 |
|
|
2024
Q4 | $208K | Sell |
7,992
-522
| -6% | -$13.6K | 0.18% | 78 |
|
|
2024
Q3 | $228K | Hold |
8,514
| – | – | 0.19% | 76 |
|
|
2024
Q2 | $210K | Hold |
8,514
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $216K | Buy |
+8,514
| New | +$216K | 0.21% | 74 |
|