Ackerman Capital Advisors’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 | $11.5M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $9.01M | Buy |
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|
2024
Q1 | $8.26M | Sell |
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|
2023
Q4 | $7.81M | Sell |
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|
2023
Q3 | $8.14M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $10.7M | Sell |
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|
2022
Q4 | $13.7M | Sell |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $14.8M | Sell |
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|
2022
Q1 | $18.4M | Sell |
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|
2021
Q4 | $18.9M | Sell |
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|
2021
Q3 | $18M | Sell |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $12.4M | Buy |
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|
2020
Q4 | $6.84M | Sell |
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|
2020
Q3 | $6.04M | Sell |
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|
2020
Q2 | $7.57M | Buy |
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|
2020
Q1 | $2.57M | Buy |
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