Strategic Family Wealth Counselors’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
Q2 | $471K | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $431K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $369K | Hold |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $250K | Buy |
|