Theory Financial’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 | $456K | Hold |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $2.63M | Sell |
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|
2023
Q2 | $3.04M | Buy |
|
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $2.48M | Buy |
|