WF
Wayfinding Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,162
| Closed | -$163K | – | 599 |
|
|
2025
Q1 | $163K | Buy |
+6,162
| New | +$163K | 0.07% | 163 |
|
|
2023
Q1 | – | Sell |
-8,009
| Closed | -$555K | – | 123 |
|
|
2022
Q4 | $555K | Buy |
8,009
+2,488
| +45% | +$172K | 0.45% | 42 |
|
|
2022
Q3 | $323K | Buy |
+5,521
| New | +$323K | 0.3% | 52 |
|
|
2022
Q1 | – | Sell |
-8,009
| Closed | -$555K | – | 85 |
|
|
2021
Q4 | $555K | Buy |
+8,009
| New | +$555K | 0.45% | 42 |
|