Synergy Financial Group’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 | $205K | Buy |
+7,416
| New | +$205K | 0.15% | 110 |
|
|
2025
Q1 | – | Sell |
-7,794
| Closed | -$203K | – | 110 |
|
|
2024
Q4 | $203K | Sell |
7,794
-309
| -4% | -$8.06K | 0.17% | 98 |
|
|
2024
Q3 | $217K | Hold |
8,103
| – | – | 0.21% | 91 |
|
|
2024
Q2 | $200K | Sell |
8,103
-102
| -1% | -$2.52K | 0.21% | 81 |
|
|
2024
Q1 | $208K | Buy |
+8,205
| New | +$208K | 0.23% | 81 |
|
|
2022
Q2 | – | Sell |
-9,501
| Closed | -$226K | – | 91 |
|
|
2022
Q1 | $226K | Hold |
9,501
| – | – | 0.24% | 91 |
|
|
2021
Q4 | $232K | Buy |
+9,501
| New | +$232K | 0.21% | 97 |
|