Silver Oak Securities’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 | $1.31M | Sell |
47,411
-652
| -1% | -$18K | 0.11% | 200 |
|
|
2025
Q1 | $1.27M | Buy |
48,063
+1,718
| +4% | +$45.2K | 0.12% | 191 |
|
|
2024
Q4 | $1.2M | Buy |
46,345
+3,577
| +8% | +$92.8K | 0.11% | 194 |
|
|
2024
Q3 | $1.14M | Buy |
42,768
+7,344
| +21% | +$196K | 0.12% | 182 |
|
|
2024
Q2 | $875K | Buy |
35,424
+5,223
| +17% | +$129K | 0.13% | 146 |
|
|
2024
Q1 | $765K | Buy |
30,201
+1,068
| +4% | +$27K | 0.12% | 176 |
|
|
2023
Q4 | $681K | Buy |
29,133
+5,196
| +22% | +$121K | 0.09% | 229 |
|
|
2023
Q3 | $514K | Buy |
23,937
+9,450
| +65% | +$203K | 0.11% | 159 |
|
|
2023
Q2 | $324K | Buy |
14,487
+1,539
| +12% | +$34.4K | 0.05% | 314 |
|
|
2023
Q1 | $283K | Buy |
12,948
+408
| +3% | +$8.92K | 0.05% | 296 |
|
|
2022
Q4 | $276K | Sell |
12,540
-11,397
| -48% | -$251K | 0.05% | 241 |
|
|
2022
Q3 | $514K | Buy |
23,937
+10,632
| +80% | +$228K | 0.11% | 159 |
|
|
2022
Q2 | $287K | Buy |
+13,305
| New | +$287K | 0.06% | 208 |
|