Smartleaf Asset Management’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 | $616K | Sell |
22,372
-1,217
| -5% | -$33.5K | 0.05% | 339 |
|
|
2025
Q1 | $621K | Buy |
23,589
+9,372
| +66% | +$247K | 0.06% | 315 |
|
|
2024
Q4 | $369K | Buy |
14,217
+8,256
| +139% | +$214K | 0.04% | 391 |
|
|
2024
Q3 | $159K | Buy |
5,961
+3,099
| +108% | +$82.8K | 0.02% | 566 |
|
|
2024
Q2 | $70.7K | Buy |
2,862
+1,002
| +54% | +$24.7K | 0.01% | 658 |
|
|
2024
Q1 | $46.9K | Buy |
1,860
+1,518
| +444% | +$38.3K | 0.01% | 688 |
|
|
2023
Q4 | $8K | Buy |
+342
| New | +$8K | ﹤0.01% | 798 |
|