Teamwork Financial Advisors’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 | – | Sell |
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|
2025
Q2 | $27.7M | Buy |
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|
2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $900K | Sell |
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|
2021
Q3 | $867K | Sell |
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|
2021
Q2 | $934K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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