Waterfront Wealth’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 | $277K | Sell |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $297K | Buy |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $200K | Buy |
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