Thrive Wealth Management’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
$8.28M Sell
2025
Q2
$7.88M Buy
2025
Q1
$6.39M Sell
2024
Q4
$6.88M Buy
2024
Q3
$6.84M Buy
2024
Q2
$6.23M Sell
2024
Q1
$6.41M Sell
2023
Q4
$6.1M Buy
2023
Q3
$3.48M Sell
2023
Q2
$3.75M Sell
2023
Q1
$4.43M Buy
2022
Q4
$4.45M Sell
2022
Q3
$4.39M Buy
2022
Q2
$3.19M Buy
2022
Q1
$2.67M Buy
2021
Q4
$2.35M Buy