Zhang Financial’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
Q2 | $492K | Buy |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $434K | Buy |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $484K | Hold |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $748K | Sell |
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|
2023
Q2 | $982K | Buy |
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|
2023
Q1 | $955K | Sell |
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|
2022
Q4 | $987K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $706K | Buy |
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|
2022
Q1 | $722K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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