SWM
Seed Wealth Management’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 | $1.27M | Hold |
46,050
| – | – | 0.95% | 29 |
|
|
2025
Q1 | $1.22M | Hold |
46,050
| – | – | 1% | 24 |
|
|
2024
Q4 | $1.2M | Buy |
46,050
+30,385
| +194% | +$792K | 0.97% | 26 |
|
|
2024
Q3 | $1.26M | Hold |
15,665
| – | – | 1.01% | 24 |
|
|
2024
Q2 | $1.16M | Sell |
15,665
-35
| -0.2% | -$2.59K | 1.01% | 25 |
|
|
2024
Q1 | $1.19M | Hold |
15,700
| – | – | 1.13% | 23 |
|
|
2023
Q4 | $1.1M | Sell |
15,700
-220
| -1% | -$15.5K | 1.11% | 25 |
|
|
2023
Q3 | $1.03M | Hold |
15,920
| – | – | 1.15% | 25 |
|
|
2023
Q2 | $1.07M | Sell |
15,920
-200
| -1% | -$13.4K | 1.13% | 22 |
|
|
2023
Q1 | $1.06M | Hold |
16,120
| – | – | 1.2% | 22 |
|
|
2022
Q4 | $1.06M | Buy |
+16,120
| New | +$1.06M | 1.22% | 18 |
|