Advisory Services & Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $661K | Sell |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $697K | Hold |
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|
2023
Q4 | $643K | Hold |
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|
2023
Q3 | $592K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $915K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $5.35M | Sell |
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|
2022
Q1 | $20.3M | Sell |
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|
2021
Q4 | $21M | Sell |
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|
2021
Q3 | $19.6M | Buy |
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|
2021
Q2 | $19.5M | Sell |
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|
2021
Q1 | $18.7M | Buy |
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