Waverly Advisors’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
Q2 | $16.1M | Buy |
581,588
+50,108
| +9% | +$1.39M | 0.18% | 115 |
|
|
2025
Q1 | $14.1M | Buy |
531,480
+318,276
| +149% | +$8.46M | 0.17% | 124 |
|
|
2024
Q4 | $5.56M | Buy |
213,204
+8,799
| +4% | +$229K | 0.09% | 201 |
|
|
2024
Q3 | $5.48M | Buy |
204,405
+3,372
| +2% | +$90.3K | 0.1% | 187 |
|
|
2024
Q2 | $4.96M | Buy |
201,033
+7,620
| +4% | +$188K | 0.1% | 189 |
|
|
2024
Q1 | $4.9M | Buy |
+193,413
| New | +$4.9M | 0.12% | 148 |
|