Strategic Wealth Partners’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
$1.15M Buy
2025
Q2
$8.63K Buy
2019
Q3
Sell
2019
Q2
$9K Sell
2019
Q1
$25K Sell
2018
Q4
$106K Sell
2018
Q3
$179K Hold
2018
Q2
$169K Hold
2018
Q1
$168K Buy
2017
Q4
$154K Buy