WBH Advisory’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 | $886K | Hold |
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|
2025
Q2 | $843K | Sell |
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|
2025
Q1 | $831K | Sell |
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|
2024
Q4 | $816K | Sell |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $713K | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $4.38M | Sell |
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|
2023
Q2 | $6.2M | Buy |
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|
2023
Q1 | $5.89M | Buy |
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|
2022
Q3 | $6.95M | Buy |
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|
2022
Q2 | $6.89M | Buy |
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|
2022
Q1 | $6.94M | Buy |
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|
2021
Q4 | $4.46M | Buy |
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