William Howard & Co Financial Advisors’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 | $231K | Buy |
8,362
+43
| +0.5% | +$1.19K | 0.2% | 53 |
|
|
2025
Q1 | $221K | Buy |
8,319
+45
| +0.5% | +$1.2K | 0.21% | 49 |
|
|
2024
Q4 | $216K | Buy |
8,274
+45
| +0.5% | +$1.18K | 0.2% | 49 |
|
|
2024
Q3 | $220K | Buy |
8,229
+96
| +1% | +$2.57K | 0.19% | 49 |
|
|
2024
Q2 | $201K | Hold |
8,133
| – | – | 0.19% | 45 |
|
|
2024
Q1 | $206K | Buy |
+8,133
| New | +$206K | 0.19% | 42 |
|