SkyOak Wealth’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 | $603K | Hold |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $634K | Hold |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $469K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $398K | Buy |
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