WESCAP Management Group’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 | $641K | Buy |
23,151
+3,188
| +16% | +$88.2K | 0.15% | 72 |
|
|
2025
Q1 | $531K | Buy |
19,963
+951
| +5% | +$25.3K | 0.13% | 73 |
|
|
2024
Q4 | $496K | Buy |
19,012
+1,774
| +10% | +$46.2K | 0.12% | 76 |
|
|
2024
Q3 | $462K | Sell |
17,238
-549
| -3% | -$14.7K | 0.12% | 74 |
|
|
2024
Q2 | $439K | Hold |
17,787
| – | – | 0.12% | 75 |
|
|
2024
Q1 | $450K | Sell |
17,787
-771
| -4% | -$19.5K | 0.13% | 76 |
|
|
2023
Q4 | $434K | Buy |
+18,558
| New | +$434K | 0.14% | 73 |
|