WealthShield Partners’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 | $9.64M | Sell |
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|
2025
Q1 | $9.4M | Buy |
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|
2024
Q4 | $9.09M | Buy |
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|
2024
Q3 | $9.02M | Buy |
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|
2024
Q2 | $8.15M | Sell |
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|
2024
Q1 | $8.55M | Buy |
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|
2023
Q4 | $7.32M | Buy |
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|
2023
Q3 | $6.63M | Sell |
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|
2023
Q2 | $6.96M | Buy |
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|
2023
Q1 | $6.67M | Buy |
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|
2022
Q4 | $6.59M | Sell |
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|
2022
Q3 | $5.91M | Sell |
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|
2022
Q2 | $6.72M | Buy |
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|
2022
Q1 | $7.66M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | $34K | Buy |
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