Wedgewood Investors’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 | $204K | Buy |
+7,389
| New | +$204K | 0.24% | 97 |
|
|
2022
Q2 | – | Sell |
-8,559
| Closed | -$204K | – | 96 |
|
|
2022
Q1 | $204K | Hold |
8,559
| – | – | 0.25% | 96 |
|
|
2021
Q4 | $209K | Sell |
8,559
-1,467
| -15% | -$35.8K | 0.25% | 92 |
|
|
2021
Q3 | $226K | Hold |
10,026
| – | – | 0.29% | 85 |
|
|
2021
Q2 | $229K | Hold |
10,026
| – | – | 0.29% | 88 |
|
|
2021
Q1 | $218K | Buy |
+10,026
| New | +$218K | 0.27% | 91 |
|