SF
Schaeffer 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
Q2 | $2.6M | Buy |
94,054
+2,657
| +3% | +$73.5K | 2.54% | 8 |
|
|
2025
Q1 | $2.43M | Sell |
91,397
-17,930
| -16% | -$477K | 2.68% | 8 |
|
|
2024
Q4 | $2.85M | Buy |
109,327
+72,427
| +196% | +$1.89M | 2.84% | 7 |
|
|
2024
Q3 | $2.97M | Buy |
36,900
+563
| +2% | +$45.2K | 3.01% | 7 |
|
|
2024
Q2 | $2.69M | Sell |
36,337
-397
| -1% | -$29.4K | 2.92% | 7 |
|
|
2024
Q1 | $2.79M | Sell |
36,734
-191
| -0.5% | -$14.5K | 2.78% | 8 |
|
|
2023
Q4 | $2.59M | Buy |
+36,925
| New | +$2.59M | 2.74% | 8 |
|