Wealth Group’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 | $228K | Sell |
8,250
-40,697
| -83% | -$1.12M | 0.23% | 78 |
|
|
2025
Q1 | $1.3M | Buy |
48,947
+8,887
| +22% | +$236K | 0.84% | 28 |
|
|
2024
Q4 | $1.04M | Buy |
40,060
+12,271
| +44% | +$320K | 0.68% | 36 |
|
|
2024
Q3 | $744K | Buy |
27,789
+9,879
| +55% | +$264K | 0.5% | 49 |
|
|
2024
Q2 | $442K | Sell |
17,910
-279
| -2% | -$6.89K | 0.32% | 74 |
|
|
2024
Q1 | $461K | Buy |
+18,189
| New | +$461K | 0.35% | 70 |
|