Strategic Family Wealth Counselors’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 | $471K | Buy |
17,036
+50
| +0.3% | +$1.38K | 0.13% | 96 |
|
|
2025
Q1 | $451K | Buy |
16,986
+368
| +2% | +$9.78K | 0.15% | 86 |
|
|
2024
Q4 | $433K | Buy |
16,618
+5,965
| +56% | +$156K | 0.14% | 90 |
|
|
2024
Q3 | $285K | Hold |
10,653
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $263K | Hold |
10,653
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $270K | Hold |
10,653
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $249K | Buy |
+10,653
| New | +$249K | 0.1% | 98 |
|
|
2023
Q1 | – | Sell |
-25,080
| Closed | -$552K | – | 110 |
|
|
2022
Q4 | $552K | Buy |
25,080
+2,976
| +13% | +$65.5K | 0.27% | 55 |
|
|
2022
Q3 | $431K | Buy |
22,104
+2,058
| +10% | +$40.1K | 0.21% | 56 |
|
|
2022
Q2 | $417K | Buy |
20,046
+450
| +2% | +$9.36K | 0.2% | 57 |
|
|
2022
Q1 | $466K | Buy |
19,596
+2,634
| +16% | +$62.6K | 0.19% | 61 |
|
|
2021
Q4 | $414K | Hold |
16,962
| – | – | 0.13% | 67 |
|
|
2021
Q3 | $382K | Hold |
16,962
| – | – | 0.13% | 62 |
|
|
2021
Q2 | $387K | Hold |
16,962
| – | – | 0.13% | 57 |
|
|
2021
Q1 | $369K | Hold |
16,962
| – | – | 0.14% | 57 |
|
|
2020
Q4 | $337K | Hold |
16,962
| – | – | 0.17% | 60 |
|
|
2020
Q3 | $295K | Hold |
16,962
| – | – | 0.17% | 59 |
|
|
2020
Q2 | $283K | Hold |
16,962
| – | – | 0.18% | 59 |
|
|
2020
Q1 | $250K | Buy |
+16,962
| New | +$250K | 0.19% | 58 |
|