Signature Estate & Investment Advisors’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 | $746K | Sell |
26,978
-2,129
| -7% | -$58.9K | 0.02% | 279 |
|
|
2025
Q1 | $774K | Sell |
29,107
-2,885
| -9% | -$76.7K | 0.02% | 262 |
|
|
2024
Q4 | $834K | Sell |
31,992
-378
| -1% | -$9.85K | 0.02% | 251 |
|
|
2024
Q3 | $867K | Buy |
32,370
+333
| +1% | +$8.92K | 0.02% | 221 |
|
|
2024
Q2 | $791K | Buy |
+32,037
| New | +$791K | 0.02% | 228 |
|
|
2015
Q1 | – | Sell |
-7,797
| Closed | -$115K | – | 97 |
|
|
2014
Q4 | $115K | Buy |
+7,797
| New | +$115K | 0.04% | 77 |
|