Venturi Wealth Management’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
Q1 | – | Sell |
-558
| Closed | -$14.5K | – | 1581 |
|
|
2024
Q4 | $14.5K | Hold |
558
| – | – | ﹤0.01% | 1339 |
|
|
2024
Q3 | $14.9K | Hold |
558
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q2 | $13.8K | Buy |
+558
| New | +$13.8K | ﹤0.01% | 1027 |
|
|
2020
Q1 | – | Sell |
-13,200
| Closed | -$265K | – | 255 |
|
|
2019
Q4 | $265K | Buy |
+13,200
| New | +$265K | 0.03% | 213 |
|