WP
Wealthspan Partners’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 | $429K | Hold |
15,493
| – | – | 0.18% | 75 |
|
|
2025
Q1 | $412K | Sell |
15,493
-1,289
| -8% | -$34.3K | 0.19% | 69 |
|
|
2024
Q4 | $438K | Buy |
16,782
+11,188
| +200% | +$292K | 0.21% | 73 |
|
|
2024
Q3 | $450K | Hold |
5,594
| – | – | 0.22% | 70 |
|
|
2024
Q2 | $414K | Buy |
5,594
+1,228
| +28% | +$91K | 0.23% | 68 |
|
|
2024
Q1 | $332K | Buy |
+4,366
| New | +$332K | 0.2% | 75 |
|