Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $700K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q2 | $221K | Buy |
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