SageView Advisory Group’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 | $445K | Sell |
|
|||||
|
2025
Q1 | $430K | Sell |
|
|||||
|
2024
Q4 | $440K | Buy |
|
|||||
|
2024
Q3 | $361K | Sell |
|
|||||
|
2024
Q2 | $434K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $526K | Sell |
|
|||||
|
2023
Q3 | $1.35M | Sell |
|
|||||
|
2023
Q2 | $1.41M | Buy |
|
|||||
|
2023
Q1 | $263K | Buy |
|
|||||
|
2022
Q4 | $260K | Buy |
|