Von Berge Wealth Management Group’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 | – | Sell |
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|
2025
Q2 | $4.32M | Buy |
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|
2025
Q1 | $3.93M | Buy |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $4.04M | Buy |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $4.24M | Buy |
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|
2023
Q4 | $3.22M | Sell |
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|
2023
Q3 | $3.54M | Sell |
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|
2023
Q2 | $3.7M | Buy |
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|
2023
Q1 | $3.59M | Sell |
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|
2022
Q4 | $3.76M | Buy |
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|
2022
Q3 | $3.15M | Buy |
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|
2022
Q2 | $3.16M | Buy |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $3.36M | Buy |
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