True Vision MN’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
13,660
-30
| -0.2% | -$830 | 0.21% | 88 |
|
|
2025
Q1 | $364K | Buy |
13,690
+26
| +0.2% | +$691 | 0.22% | 82 |
|
|
2024
Q4 | $356K | Buy |
13,664
+17
| +0.1% | +$443 | 0.21% | 83 |
|
|
2024
Q3 | $366K | Buy |
13,647
+90
| +0.7% | +$2.41K | 0.22% | 83 |
|
|
2024
Q2 | $337K | Hold |
13,557
| – | – | 0.22% | 85 |
|
|
2024
Q1 | $330K | Sell |
13,557
-252
| -2% | -$6.14K | 0.23% | 74 |
|
|
2023
Q4 | $323K | Buy |
+13,809
| New | +$323K | 0.26% | 79 |
|