Schwallier Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
14,356
+65
| +0.5% | +$1.8K | 0.24% | 32 |
|
|
2025
Q1 | $380K | Sell |
14,291
-808
| -5% | -$21.5K | 0.28% | 36 |
|
|
2024
Q4 | $394K | Buy |
15,099
+126
| +0.8% | +$3.29K | 0.3% | 26 |
|
|
2024
Q3 | $401K | Buy |
14,973
+165
| +1% | +$4.42K | 0.29% | 24 |
|
|
2024
Q2 | $366K | Sell |
14,808
-15,717
| -51% | -$388K | 0.3% | 22 |
|
|
2024
Q1 | $773K | Sell |
30,525
-300
| -1% | -$7.6K | 0.62% | 18 |
|
|
2023
Q4 | $720K | Buy |
+30,825
| New | +$720K | 0.6% | 20 |
|