Warner Financial’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 | $4.13M | Buy |
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|
2025
Q2 | $3.88M | Buy |
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|
2025
Q1 | $3.64M | Buy |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $775K | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $916K | Buy |
|