Westmount Partners’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 | $367K | Hold |
13,277
| – | – | 0.1% | 162 |
|
|
2025
Q1 | $353K | Hold |
13,277
| – | – | 0.11% | 160 |
|
|
2024
Q4 | $346K | Sell |
13,277
-1
| -0% | -$26 | 0.11% | 153 |
|
|
2024
Q3 | $356K | Hold |
13,278
| – | – | 0.11% | 151 |
|
|
2024
Q2 | $326K | Hold |
13,278
| – | – | 0.11% | 152 |
|
|
2024
Q1 | $336K | Sell |
13,278
-99
| -0.7% | -$2.51K | 0.12% | 149 |
|
|
2023
Q4 | $313K | Buy |
13,377
+99
| +0.7% | +$2.31K | 0.13% | 146 |
|
|
2023
Q3 | $285K | Hold |
13,278
| – | – | 0.13% | 153 |
|
|
2023
Q2 | $297K | Hold |
13,278
| – | – | 0.13% | 143 |
|
|
2023
Q1 | $290K | Hold |
13,278
| – | – | 0.13% | 139 |
|
|
2022
Q4 | $292K | Buy |
+13,278
| New | +$292K | 0.15% | 134 |
|