Stone Summit Wealth’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 | $408K | Sell |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $565K | Hold |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $314K | Buy |
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