Spire Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.6K | Sell |
1,830
-15,366
| -89% | -$425K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $457K | Sell |
17,196
-19,064
| -53% | -$507K | 0.01% | 586 |
|
|
2024
Q4 | $945K | Buy |
36,260
+539
| +2% | +$14.1K | 0.03% | 406 |
|
|
2024
Q3 | $957K | Sell |
35,721
-1,047
| -3% | -$28K | 0.03% | 379 |
|
|
2024
Q2 | $908K | Sell |
36,768
-3,726
| -9% | -$92K | 0.03% | 360 |
|
|
2024
Q1 | $1.03M | Buy |
40,494
+906
| +2% | +$22.9K | 0.02% | 371 |
|
|
2023
Q4 | $920K | Sell |
39,588
-198
| -0.5% | -$4.6K | 0.03% | 384 |
|
|
2023
Q3 | $855K | Sell |
39,786
-759
| -2% | -$16.3K | 0.03% | 368 |
|
|
2023
Q2 | $907K | Sell |
40,545
-1,905
| -4% | -$42.6K | 0.03% | 365 |
|
|
2023
Q1 | $928K | Buy |
42,450
+24,738
| +140% | +$541K | 0.04% | 356 |
|
|
2022
Q4 | $390K | Buy |
17,712
+11,733
| +196% | +$258K | 0.02% | 407 |
|
|
2022
Q3 | $117K | Sell |
5,979
-31,947
| -84% | -$625K | 0.01% | 660 |
|
|
2022
Q2 | $789K | Sell |
37,926
-23,193
| -38% | -$483K | 0.03% | 376 |
|
|
2022
Q1 | $1.45M | Buy |
61,119
+14,718
| +32% | +$350K | 0.04% | 319 |
|
|
2021
Q4 | $1.13M | Sell |
46,401
-5,052
| -10% | -$123K | 0.03% | 441 |
|
|
2021
Q3 | $1.16M | Buy |
51,453
+9,390
| +22% | +$211K | 0.03% | 377 |
|
|
2021
Q2 | $959K | Sell |
42,063
-3,576
| -8% | -$81.5K | 0.03% | 439 |
|
|
2021
Q1 | $620K | Buy |
+45,639
| New | +$620K | 0.02% | 597 |
|