Smith Salley Wealth Management’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
Q3 | $468K | Hold |
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|
2025
Q2 | $445K | Sell |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $442K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $505K | Hold |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $546K | Hold |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $571K | Hold |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $540K | Hold |
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|
2022
Q1 | $617K | Hold |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $591K | Hold |
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|
2021
Q1 | $564K | Hold |
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|
2020
Q4 | $515K | Buy |
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