SF
Safeguard Financial’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
Q1 | $8.1M | Buy |
304,620
+22,270
| +8% | +$592K | 1.77% | 8 |
|
|
2024
Q4 | $7.36M | Buy |
282,350
+212,481
| +304% | +$5.54M | 1.6% | 8 |
|
|
2024
Q3 | $5.62M | Sell |
69,869
-2,471
| -3% | -$199K | 1.32% | 8 |
|
|
2024
Q2 | $5.36M | Buy |
72,340
+9,839
| +16% | +$729K | 1.49% | 8 |
|
|
2024
Q1 | $4.75M | Sell |
62,501
-766
| -1% | -$58.2K | 1.55% | 9 |
|
|
2023
Q4 | $4.44M | Buy |
63,267
+3,945
| +7% | +$277K | 1.68% | 9 |
|
|
2023
Q3 | $3.82M | Sell |
59,322
-3,289
| -5% | -$212K | 1.84% | 9 |
|
|
2023
Q2 | $4.2M | Buy |
62,611
+651
| +1% | +$43.7K | 2.02% | 8 |
|
|
2023
Q1 | $4.06M | Sell |
61,960
-6,913
| -10% | -$453K | 2.47% | 7 |
|
|
2022
Q4 | $4.55M | Buy |
68,873
+7,243
| +12% | +$478K | 3.26% | 6 |
|
|
2022
Q3 | $3.61M | Buy |
61,630
+9,457
| +18% | +$553K | 3.34% | 4 |
|
|
2022
Q2 | $3.26M | Buy |
52,173
+2,420
| +5% | +$151K | 3.89% | 5 |
|
|
2022
Q1 | $3.55M | Buy |
+49,753
| New | +$3.55M | 5.31% | 4 |
|