ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $503K | Buy |
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|
2019
Q3 | $474K | Sell |
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|
2019
Q2 | $495K | Hold |
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|
2019
Q1 | $482K | Sell |
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|
2018
Q4 | $505K | Buy |
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|
2018
Q3 | $540K | Buy |
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|
2018
Q2 | $511K | Sell |
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|
2018
Q1 | $569K | Buy |
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|
2017
Q4 | $565K | Buy |
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|
2017
Q3 | $497K | Buy |
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|
2017
Q2 | $396K | Sell |
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|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $674K | Buy |
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|
2016
Q3 | $639K | Buy |
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|
2016
Q2 | $628K | Buy |
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|
2016
Q1 | $601K | Sell |
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|
2015
Q4 | $653K | Sell |
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|
2015
Q3 | $663K | Sell |
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|
2015
Q2 | $758K | Sell |
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|
2015
Q1 | $972K | Sell |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $1.03M | Buy |
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|
2014
Q1 | $995K | Sell |
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|
2013
Q4 | $1.08M | Buy |
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