Spire 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 | $53.3K | Sell |
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|
2025
Q2 | $50.6K | Sell |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $945K | Buy |
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|
2024
Q3 | $957K | Sell |
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|
2024
Q2 | $908K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $920K | Sell |
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|
2023
Q3 | $855K | Sell |
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|
2023
Q2 | $907K | Sell |
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|
2023
Q1 | $928K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $789K | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $959K | Sell |
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|
2021
Q1 | $620K | Buy |
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