Acorn Wealth 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 | $250K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $270K | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $149K | Buy |
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|
2018
Q1 | $148K | Buy |
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|
2017
Q4 | $152K | Buy |
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