RWA Wealth Partners’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 | $11.5M | Buy |
417,376
+135,959
| +48% | +$3.76M | 0.14% | 97 |
|
|
2025
Q1 | $7.48M | Buy |
281,417
+2,029
| +0.7% | +$53.9K | 0.09% | 118 |
|
|
2024
Q4 | $7.28M | Sell |
279,388
-12,503
| -4% | -$326K | 0.09% | 122 |
|
|
2024
Q3 | $7.82M | Sell |
291,891
-423
| -0.1% | -$11.3K | 0.1% | 113 |
|
|
2024
Q2 | $7.22M | Buy |
292,314
+4,146
| +1% | +$102K | 0.1% | 117 |
|
|
2024
Q1 | $7.3M | Sell |
288,168
-5,589
| -2% | -$142K | 0.1% | 112 |
|
|
2023
Q4 | $6.86M | Buy |
293,757
+190,533
| +185% | +$4.45M | 0.1% | 112 |
|
|
2023
Q3 | $2.22M | Sell |
103,224
-1,431
| -1% | -$30.7K | 0.05% | 128 |
|
|
2023
Q2 | $2.34M | Buy |
104,655
+75,501
| +259% | +$1.69M | 0.05% | 118 |
|
|
2023
Q1 | $637K | Buy |
29,154
+6,702
| +30% | +$147K | 0.02% | 153 |
|
|
2022
Q4 | $512K | Buy |
+22,452
| New | +$512K | 0.01% | 168 |
|