Waterford Advisors’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
Q2 | $4.13M | Buy |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $3.86M | Sell |
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|
2024
Q3 | $3.97M | Sell |
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|
2024
Q2 | $3.78M | Buy |
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|
2024
Q1 | $3.85M | Hold |
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|
2023
Q4 | $3.55M | Buy |
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|
2023
Q3 | $3.25M | Hold |
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|
2023
Q2 | $3.39M | Hold |
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|
2023
Q1 | $3.31M | Hold |
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|
2022
Q4 | $3.33M | Buy |
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