Sovereign Financial Group’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 | $520K | Sell |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $717K | Sell |
|
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $717K | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $3.06M | Sell |
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|
2021
Q2 | $3.15M | Hold |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $2.83M | Buy |
|