Schrum Private Wealth Management’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 | $430K | Sell |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $397K | Hold |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $311K | Buy |
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