Weinberger Asset Management’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
Q3 | $8.59M | Sell |
|
|||||
|
2025
Q2 | $8.31M | Sell |
|
|||||
|
2025
Q1 | $8.3M | Sell |
|
|||||
|
2024
Q4 | $8.35M | Sell |
|
|||||
|
2024
Q3 | $8.76M | Sell |
|
|||||
|
2024
Q2 | $8.12M | Sell |
|
|||||
|
2024
Q1 | $8.59M | Sell |
|
|||||
|
2023
Q4 | $7.96M | Sell |
|
|||||
|
2023
Q3 | $7.55M | Buy |
|
|||||
|
2023
Q2 | $7.79M | Sell |
|
|||||
|
2023
Q1 | $7.68M | Buy |
|
|||||
|
2022
Q4 | $7.67M | Buy |
|
|||||
|
2022
Q3 | $6.63M | Buy |
|
|||||
|
2022
Q2 | $6.96M | Buy |
|
|||||
|
2022
Q1 | $7.32M | Sell |
|
|||||
|
2021
Q4 | $7.64M | Buy |
|