TriaGen 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
Q2 | – | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $273K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $235K | Buy |
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