Valley Forge Investment Consultants’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 | $2.45M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.35M | Sell |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $766K | Sell |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.31M | Buy |
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|
2020
Q4 | $1.91M | Buy |
|