TLA
Tanglewood Legacy Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
13,953
| – | – | 0.16% | 73 |
|
|
2025
Q1 | $371K | Hold |
13,953
| – | – | 0.16% | 70 |
|
|
2024
Q4 | $364K | Buy |
13,953
+9,302
| +200% | +$243K | 0.16% | 73 |
|
|
2024
Q3 | $374K | Hold |
4,651
| – | – | 0.17% | 66 |
|
|
2024
Q2 | $345K | Hold |
4,651
| – | – | 0.16% | 66 |
|
|
2024
Q1 | $353K | Hold |
4,651
| – | – | 0.17% | 65 |
|
|
2023
Q4 | $326K | Hold |
4,651
| – | – | 0.18% | 64 |
|
|
2023
Q3 | $300K | Hold |
4,651
| – | – | 0.18% | 66 |
|
|
2023
Q2 | $312K | Hold |
4,651
| – | – | 0.18% | 65 |
|
|
2023
Q1 | $305K | Buy |
+4,651
| New | +$305K | 0.19% | 58 |
|