Wolff Wiese Magana’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 | $831 | Hold |
30
| – | – | ﹤0.01% | 864 |
|
|
2025
Q1 | $798 | Hold |
30
| – | – | ﹤0.01% | 877 |
|
|
2024
Q4 | $783 | Hold |
30
| – | – | ﹤0.01% | 845 |
|
|
2024
Q3 | $804 | Hold |
30
| – | – | ﹤0.01% | 878 |
|
|
2024
Q2 | $741 | Hold |
30
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $760 | Hold |
30
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $701 | Hold |
30
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $645 | Hold |
30
| – | – | ﹤0.01% | 665 |
|
|
2023
Q2 | $671 | Hold |
30
| – | – | ﹤0.01% | 653 |
|
|
2023
Q1 | $656 | Hold |
30
| – | – | ﹤0.01% | 617 |
|
|
2022
Q4 | $660 | Hold |
30
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 792 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 783 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 775 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 780 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 805 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 709 |
|
|
2020
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 660 |
|