Safeguard Financial’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
Q1 | $8.1M | Buy |
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|
2024
Q4 | $7.36M | Buy |
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|
2024
Q3 | $5.62M | Sell |
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|
2024
Q2 | $5.36M | Buy |
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|
2024
Q1 | $4.75M | Sell |
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|
2023
Q4 | $4.43M | Buy |
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|
2023
Q3 | $3.82M | Sell |
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|
2023
Q2 | $4.2M | Buy |
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|
2023
Q1 | $4.06M | Sell |
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|
2022
Q4 | $4.55M | Buy |
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|
2022
Q3 | $3.61M | Buy |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $3.55M | Buy |
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