RWA Wealth Partners’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
Q2 | $11.5M | Buy |
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|
2025
Q1 | $7.48M | Buy |
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|
2024
Q4 | $7.28M | Sell |
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|
2024
Q3 | $7.82M | Sell |
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|
2024
Q2 | $7.22M | Buy |
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|
2024
Q1 | $7.3M | Sell |
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|
2023
Q4 | $6.86M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $637K | Buy |
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|
2022
Q4 | $512K | Buy |
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