ZWJ Investment Counsel’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 | $252K | Buy |
|
|||||
|
2025
Q2 | $231K | Sell |
|
|||||
|
2025
Q1 | $222K | Hold |
|
|||||
|
2024
Q4 | $218K | Sell |
|
|||||
|
2024
Q3 | $224K | Buy |
|
|||||
|
2024
Q2 | $205K | Hold |
|
|||||
|
2024
Q1 | $210K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $283K | Buy |
|
|||||
|
2019
Q4 | $377K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $345K | Buy |
|
|||||
|
2017
Q3 | $311K | Hold |
|
|||||
|
2017
Q2 | $301K | Buy |
|