WMG 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 | $531K | Buy |
19,207
+575
| +3% | +$15.9K | 0.2% | 73 |
|
|
2025
Q1 | $495K | Sell |
18,632
-175
| -0.9% | -$4.65K | 0.21% | 75 |
|
|
2024
Q4 | $490K | Sell |
18,807
-477
| -2% | -$12.4K | 0.21% | 75 |
|
|
2024
Q3 | $517K | Buy |
19,284
+924
| +5% | +$24.8K | 0.23% | 65 |
|
|
2024
Q2 | $453K | Sell |
18,360
-375
| -2% | -$9.26K | 0.24% | 66 |
|
|
2024
Q1 | $474K | Buy |
+18,735
| New | +$474K | 0.27% | 65 |
|