ACA
Ackerman Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
415,563
+9,169
| +2% | +$254K | 2.67% | 10 |
|
|
2025
Q1 | $10.8M | Buy |
406,394
+6,766
| +2% | +$180K | 2.85% | 11 |
|
|
2024
Q4 | $10.4M | Buy |
399,628
+265,363
| +198% | +$6.92M | 2.73% | 11 |
|
|
2024
Q3 | $10.8M | Buy |
134,265
+12,609
| +10% | +$1.01M | 2.79% | 11 |
|
|
2024
Q2 | $9.01M | Buy |
121,656
+12,917
| +12% | +$957K | 2.39% | 12 |
|
|
2024
Q1 | $8.26M | Sell |
108,739
-2,717
| -2% | -$206K | 2.28% | 13 |
|
|
2023
Q4 | $7.81M | Sell |
111,456
-14,859
| -12% | -$1.04M | 2.19% | 12 |
|
|
2023
Q3 | $8.14M | Sell |
126,315
-23,625
| -16% | -$1.52M | 2.27% | 15 |
|
|
2023
Q2 | $10.1M | Sell |
149,940
-13,509
| -8% | -$906K | 2.61% | 10 |
|
|
2023
Q1 | $10.7M | Sell |
163,449
-44,377
| -21% | -$2.91M | 2.78% | 10 |
|
|
2022
Q4 | $13.7M | Sell |
207,826
-48,227
| -19% | -$3.18M | 3.69% | 7 |
|
|
2022
Q3 | $15M | Buy |
256,053
+18,635
| +8% | +$1.09M | 4.26% | 6 |
|
|
2022
Q2 | $14.8M | Sell |
237,418
-19,841
| -8% | -$1.24M | 3.99% | 5 |
|
|
2022
Q1 | $18.4M | Sell |
257,259
-482
| -0.2% | -$34.4K | 4.32% | 5 |
|
|
2021
Q4 | $18.9M | Sell |
257,741
-8,833
| -3% | -$647K | 4.33% | 5 |
|
|
2021
Q3 | $18M | Sell |
266,574
-1,286
| -0.5% | -$86.8K | 4.12% | 6 |
|
|
2021
Q2 | $18.3M | Buy |
267,860
+77,978
| +41% | +$5.33M | 4.29% | 5 |
|
|
2021
Q1 | $12.4M | Buy |
189,882
+74,953
| +65% | +$4.89M | 3.01% | 7 |
|
|
2020
Q4 | $6.84M | Sell |
114,929
-769
| -0.7% | -$45.8K | 1.74% | 15 |
|
|
2020
Q3 | $6.04M | Sell |
115,698
-35,423
| -23% | -$1.85M | 1.68% | 16 |
|
|
2020
Q2 | $7.57M | Buy |
151,121
+93,057
| +160% | +$4.66M | 2.27% | 13 |
|
|
2020
Q1 | $2.57M | Buy |
+58,064
| New | +$2.57M | 1% | 22 |
|