U.S. Capital Wealth Advisors’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 | $403K | Buy |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $283K | Buy |
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