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