Werba Rubin Papier Wealth 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
Q2 | $5.83M | Sell |
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|
2025
Q1 | $5.9M | Buy |
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|
2024
Q4 | $5.15M | Buy |
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|
2024
Q3 | $5.26M | Buy |
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|
2024
Q2 | $4.79M | Sell |
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|
2024
Q1 | $4.92M | Sell |
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|
2023
Q4 | $4.63M | Sell |
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|
2023
Q3 | $4.29M | Sell |
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|
2023
Q2 | $4.66M | Buy |
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|
2023
Q1 | $4.5M | Sell |
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|
2022
Q4 | $5.19M | Buy |
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