Advisornet Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Advisornet Financial’s Portfolio SCHV Stock Details SCHV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$809K	Sell	29,251 -10,479	-26%	-$290K	0.05%	273
2025 Q1	$1.06M	Sell	39,730 -12,300	-24%	-$327K	0.08%	232
2024 Q4	$1.36M	Buy	52,030 +35,170	+209%	+$37.8K	0.11%	177
2024 Q3	$1.36M	Sell	16,860 -1,071	-6%	-$86.1K	0.1%	194
2024 Q2	$1.33M	Sell	17,931 -1,398	-7%	-$104K	0.12%	172
2024 Q1	$1.47M	Sell	19,329 -3,668	-16%	-$279K	0.14%	156
2023 Q4	$1.61M	Sell	22,997 -3,658	-14%	-$256K	0.15%	163
2023 Q3	$1.72M	Sell	26,655 -8,734	-25%	-$563K	0.16%	141
2023 Q2	$2.37M	Sell	35,389 -303	-0.8%	-$20.3K	0.2%	116
2023 Q1	$2.34M	Buy	35,692 +1,504	+4%	+$98.6K	0.21%	110
2022 Q4	$2.26M	Buy	34,188 +34	+0.1%	+$2.25K	0.22%	105
2022 Q3	$2M	Sell	34,154 -465	-1%	-$27.2K	0.2%	119
2022 Q2	$2.16M	Buy	34,619 +337	+1%	+$21K	0.21%	115
2022 Q1	$2.45M	Buy	34,282 +9,347	+37%	+$667K	0.15%	132
2021 Q4	$1.83M	Buy	24,935 +8,320	+50%	+$609K	0.11%	170
2021 Q3	$1.12M	Buy	16,615 +4,592	+38%	+$310K	0.08%	217
2021 Q2	$822K	Buy	12,023 +1,187	+11%	+$81.2K	0.05%	295
2021 Q1	$707K	Sell	10,836 -610	-5%	-$39.8K	0.05%	303
2020 Q4	$681K	Sell	11,446 -1,412	-11%	-$84K	0.06%	293
2020 Q3	$671K	Sell	12,858 -7,469	-37%	-$390K	0.06%	288
2020 Q2	$1.02M	Sell	20,327 -3,790	-16%	-$190K	0.08%	221
2020 Q1	$1.07M	Sell	24,117 -1,031	-4%	-$45.7K	0.1%	178
2019 Q4	$1.51M	Buy	25,148 +1,248	+5%	+$75K	0.13%	153
2019 Q3	$1.36M	Sell	23,900 -1,190	-5%	-$67.5K	0.12%	160
2019 Q2	$1.41M	Sell	25,090 -5,287	-17%	-$297K	0.16%	132
2019 Q1	$1.66M	Buy	30,377 +821	+3%	+$44.9K	0.2%	112
2018 Q4	$1.46M	Sell	29,556 -9,977	-25%	-$492K	0.2%	108
2018 Q3	$2.22M	Buy	39,533 +12,672	+47%	+$711K	0.28%	76
2018 Q2	$1.43M	Buy	26,861 +9,654	+56%	+$513K	0.19%	107
2018 Q1	$909K	Buy	17,207 +1,111	+7%	+$58.7K	0.13%	150
2017 Q4	$880K	Buy	+16,096	New	+$880K	0.13%	139