Sculati 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 | $655K | Sell |
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|
2025
Q1 | $765K | Sell |
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|
2024
Q4 | $887K | Sell |
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|
2024
Q3 | $970K | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $4.74M | Buy |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | $3.22M | Buy |
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|
2022
Q2 | $3.38M | Buy |
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|
2022
Q1 | $3.66M | Buy |
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|
2021
Q4 | $3.59M | Buy |
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|
2021
Q3 | $3.25M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $3.08M | Buy |
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|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $2.34M | Buy |
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|
2020
Q2 | $2.24M | Buy |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $2.45M | Buy |
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