Smart Portfolios LLC’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 | $718K | Buy |
25,955
+85
| +0.3% | +$2.35K | 0.72% | 45 |
|
|
2025
Q1 | $688K | Sell |
25,870
-30
| -0.1% | -$797 | 0.75% | 44 |
|
|
2024
Q4 | $675K | Buy |
25,900
+115
| +0.4% | +$3K | 0.71% | 45 |
|
|
2024
Q3 | $691K | Hold |
25,785
| – | – | 0.7% | 48 |
|
|
2024
Q2 | $637K | Buy |
25,785
+915
| +4% | +$22.6K | 0.64% | 47 |
|
|
2024
Q1 | $630K | Buy |
+24,870
| New | +$630K | 0.66% | 41 |
|