Wealth Group’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
$228K Sell
2025
Q1
$1.3M Buy
2024
Q4
$1.04M Buy
2024
Q3
$744K Buy
2024
Q2
$442K Sell
2024
Q1
$461K Buy