SW
SkyOak Wealth’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 | $603K | Hold |
21,798
| – | – | 0.12% | 108 |
|
|
2025
Q1 | $579K | Sell |
21,798
-1,707
| -7% | -$45.4K | 0.13% | 106 |
|
|
2024
Q4 | $613K | Buy |
23,505
+15,616
| +198% | +$407K | 0.13% | 101 |
|
|
2024
Q3 | $634K | Hold |
7,889
| – | – | 0.14% | 100 |
|
|
2024
Q2 | $584K | Sell |
7,889
-38
| -0.5% | -$2.82K | 0.14% | 107 |
|
|
2024
Q1 | $602K | Sell |
7,927
-247
| -3% | -$18.8K | 0.14% | 108 |
|
|
2023
Q4 | $573K | Sell |
8,174
-39
| -0.5% | -$2.73K | 0.15% | 107 |
|
|
2023
Q3 | $529K | Buy |
8,213
+532
| +7% | +$34.3K | 0.15% | 105 |
|
|
2023
Q2 | $515K | Buy |
7,681
+1,073
| +16% | +$72K | 0.15% | 118 |
|
|
2023
Q1 | $433K | Sell |
6,608
-178
| -3% | -$11.7K | 0.13% | 127 |
|
|
2022
Q4 | $448K | Buy |
6,786
+442
| +7% | +$29.2K | 0.15% | 119 |
|
|
2022
Q3 | $371K | Buy |
6,344
+508
| +9% | +$29.7K | 0.13% | 133 |
|
|
2022
Q2 | $364K | Sell |
5,836
-740
| -11% | -$46.2K | 0.12% | 139 |
|
|
2022
Q1 | $469K | Buy |
+6,576
| New | +$469K | 0.13% | 137 |
|
|
2020
Q1 | – | Sell |
-6,625
| Closed | -$398K | – | 278 |
|
|
2019
Q4 | $398K | Buy |
+6,625
| New | +$398K | 0.12% | 197 |
|