Seneca Financial Advisors’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 | $18.1M | Sell |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $17.2M | Buy |
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|
2024
Q2 | $15.2M | Buy |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | $12.3M | Sell |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $9.8M | Buy |
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|
2022
Q2 | $9.47M | Buy |
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|
2022
Q1 | $9.35M | Buy |
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|
2021
Q4 | $9.11M | Buy |
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|
2021
Q3 | $8.26M | Buy |
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|
2021
Q2 | $8.26M | Buy |
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|
2021
Q1 | $7.79M | Buy |
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|
2020
Q4 | $6.92M | Buy |
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