WRPWM
Werba Rubin Papier Wealth 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 | $5.83M | Sell |
210,622
-11,194
| -5% | -$310K | 1.1% | 15 |
|
|
2025
Q1 | $5.9M | Buy |
221,816
+24,161
| +12% | +$642K | 1.28% | 15 |
|
|
2024
Q4 | $5.15M | Buy |
197,655
+132,185
| +202% | +$3.45M | 1.22% | 13 |
|
|
2024
Q3 | $5.26M | Buy |
65,470
+805
| +1% | +$64.7K | 1.23% | 12 |
|
|
2024
Q2 | $4.79M | Sell |
64,665
-63
| -0.1% | -$4.67K | 1.32% | 11 |
|
|
2024
Q1 | $4.92M | Sell |
64,728
-1,356
| -2% | -$103K | 1.43% | 10 |
|
|
2023
Q4 | $4.63M | Sell |
66,084
-460
| -0.7% | -$32.2K | 1.57% | 9 |
|
|
2023
Q3 | $4.29M | Sell |
66,544
-2,898
| -4% | -$187K | 1.53% | 11 |
|
|
2023
Q2 | $4.66M | Buy |
69,442
+782
| +1% | +$52.5K | 1.62% | 11 |
|
|
2023
Q1 | $4.5M | Sell |
68,660
-9,943
| -13% | -$652K | 1.77% | 13 |
|
|
2022
Q4 | $5.19M | Buy |
+78,603
| New | +$5.19M | 2.14% | 9 |
|