Wealthspire Advisors (New York)’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 | $1.26M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $853K | Hold |
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|
2024
Q1 | $875K | Sell |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $857K | Buy |
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|
2023
Q2 | $811K | Sell |
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|
2023
Q1 | $870K | Buy |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $904K | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $326K | Sell |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $252K | Buy |
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