Affinity Capital 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
Q3 | $4.33M | Sell |
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|
2025
Q2 | $4.15M | Sell |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $4M | Sell |
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|
2024
Q3 | $4.17M | Sell |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $4.29M | Sell |
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|
2023
Q4 | $4.01M | Sell |
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|
2023
Q3 | $4.24M | Sell |
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|
2023
Q2 | $4.69M | Sell |
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|
2023
Q1 | $4.87M | Sell |
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|
2022
Q4 | $5.21M | Buy |
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|
2022
Q3 | $4.41M | Buy |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $4.92M | Sell |
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|
2021
Q4 | $5.19M | Sell |
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|
2021
Q3 | $5.64M | Sell |
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|
2021
Q2 | $6.11M | Sell |
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|
2021
Q1 | $7.73M | Sell |
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|
2020
Q4 | $8.95M | Sell |
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|
2020
Q3 | $9.12M | Sell |
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|
2020
Q2 | $8.79M | Sell |
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|
2020
Q1 | $8.83M | Sell |
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|
2019
Q4 | $14.1M | Buy |
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