AG
Advocate Group’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 | $224K | Hold |
8,100
| – | – | 0.04% | 115 |
|
|
2025
Q1 | $215K | Hold |
8,100
| – | – | 0.04% | 110 |
|
|
2024
Q4 | $211K | Buy |
8,100
+5,400
| +200% | +$141K | 0.04% | 113 |
|
|
2024
Q3 | $217K | Hold |
2,700
| – | – | 0.04% | 113 |
|
|
2024
Q2 | $200K | Hold |
2,700
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $205K | Buy |
+2,700
| New | +$205K | 0.04% | 119 |
|