Wolff Wiese Magana’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $583 | Sell |
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|
2025
Q2 | $831 | Hold |
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|
2025
Q1 | $798 | Hold |
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|
2024
Q4 | $783 | Hold |
|
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|
2024
Q3 | $804 | Hold |
|
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|
2024
Q2 | $741 | Hold |
|
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|
2024
Q1 | $760 | Hold |
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|
2023
Q4 | $701 | Hold |
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|
2023
Q3 | $645 | Hold |
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|
2023
Q2 | $671 | Hold |
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|
2023
Q1 | $656 | Hold |
|
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|
2022
Q4 | $660 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
|
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Buy |
|