SteelPeak Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
+182,496
| New | +$5.05M | 0.2% | 97 |
|
|
2025
Q1 | – | Sell |
-206,775
| Closed | -$5.39M | – | 547 |
|
|
2024
Q4 | $5.39M | Buy |
+206,775
| New | +$5.39M | 0.22% | 87 |
|
|
2024
Q1 | – | Sell |
-59,763
| Closed | -$1.4M | – | 466 |
|
|
2023
Q4 | $1.4M | Buy |
+59,763
| New | +$1.4M | 0.08% | 171 |
|
|
2021
Q1 | – | Sell |
-10,737
| Closed | -$213K | – | 377 |
|
|
2020
Q4 | $213K | Buy |
+10,737
| New | +$213K | 0.02% | 296 |
|
|
2020
Q1 | – | Sell |
-10,068
| Closed | -$202K | – | 270 |
|
|
2019
Q4 | $202K | Buy |
+10,068
| New | +$202K | 0.03% | 238 |
|