SWA
SOA Wealth Advisors’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 | $130 | Hold |
5
| – | – | ﹤0.01% | 830 |
|
|
2025
Q1 | $124 | Hold |
5
| – | – | ﹤0.01% | 840 |
|
|
2024
Q4 | $121 | Buy |
5
+3
| +150% | +$73 | ﹤0.01% | 838 |
|
|
2024
Q3 | $131 | Hold |
2
| – | – | ﹤0.01% | 800 |
|
|
2024
Q2 | $119 | Hold |
2
| – | – | ﹤0.01% | 814 |
|
|
2024
Q1 | $122 | Hold |
2
| – | – | ﹤0.01% | 867 |
|
|
2023
Q4 | $112 | Hold |
2
| – | – | ﹤0.01% | 869 |
|
|
2023
Q3 | $102 | Hold |
2
| – | – | ﹤0.01% | 903 |
|
|
2023
Q2 | $106 | Hold |
2
| – | – | ﹤0.01% | 905 |
|
|
2023
Q1 | $103 | Hold |
2
| – | – | ﹤0.01% | 937 |
|
|
2022
Q4 | $103 | Buy |
2
+1
| +100% | +$52 | ﹤0.01% | 941 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 975 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 998 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 972 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 983 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 960 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 914 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 878 |
|