UWM
USAdvisors Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
590,975
+68,547
| +13% | +$1.9M | 6.08% | 2 |
|
|
2025
Q1 | $13.9M | Buy |
522,428
+1,703
| +0.3% | +$45.3K | 4.84% | 3 |
|
|
2024
Q4 | $13.6M | Buy |
520,725
+367,860
| +241% | +$9.59M | 4.41% | 3 |
|
|
2024
Q3 | $12.2M | Buy |
152,865
+46,624
| +44% | +$3.74M | 4.28% | 3 |
|
|
2024
Q2 | $10.7M | Sell |
106,241
-22,078
| -17% | -$2.23M | 3.77% | 5 |
|
|
2024
Q1 | $9.71M | Buy |
128,319
+9,530
| +8% | +$721K | 3.67% | 2 |
|
|
2023
Q4 | $8.33M | Buy |
118,789
+115,041
| +3,069% | +$8.06M | 3.46% | 2 |
|
|
2023
Q3 | $241K | Buy |
+3,748
| New | +$241K | 0.11% | 96 |
|
|
2018
Q4 | – | Sell |
-8,234
| Closed | -$462K | – | 68 |
|
|
2018
Q3 | $462K | Buy |
+8,234
| New | +$462K | 0.33% | 40 |
|