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Accelerate Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Accelerate Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$340K Buy
12,281
+81
+0.7% +$2.24K 0.25% 63
2025
Q1 		$324K Sell
12,200
-10,346
-46% -$275K 0.27% 62
2024
Q4 		$588K Buy
22,546
+14,353
+175% +$374K 0.52% 33
2024
Q3 		$658K Buy
+8,193
New +$658K 0.64% 29