AE Wealth Management’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 | $2.31M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $3.87M | Buy |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.67M | Buy |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $2.06M | Sell |
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|
2021
Q4 | $7.58M | Buy |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.83M | Sell |
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|
2021
Q1 | $7.31M | Buy |
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|
2020
Q4 | $6.13M | Buy |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $735K | Buy |
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