WCM
Weaver Capital Management’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 | $2.29M | Sell |
82,722
-2,766
| -3% | -$76.5K | 0.56% | 42 |
|
|
2025
Q1 | $2.27M | Sell |
85,488
-949
| -1% | -$25.2K | 0.6% | 42 |
|
|
2024
Q4 | $2.25M | Buy |
86,437
+57,823
| +202% | +$1.51M | 0.63% | 43 |
|
|
2024
Q3 | $2.3M | Sell |
28,614
-467
| -2% | -$37.5K | 0.69% | 39 |
|
|
2024
Q2 | $2.15M | Sell |
29,081
-1,190
| -4% | -$88.2K | 0.69% | 40 |
|
|
2024
Q1 | $2.3M | Sell |
30,271
-690
| -2% | -$52.4K | 0.79% | 40 |
|
|
2023
Q4 | $2.17M | Buy |
+30,961
| New | +$2.17M | 0.86% | 31 |
|