AHL Investment 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
Q3 | $353K | Hold |
|
|||||
|
2025
Q2 | $335K | Hold |
|
|||||
|
2025
Q1 | $322K | Hold |
|
|||||
|
2024
Q4 | $316K | Hold |
|
|||||
|
2024
Q3 | $325K | Hold |
|
|||||
|
2024
Q2 | $299K | Hold |
|
|||||
|
2024
Q1 | $307K | Hold |
|
|||||
|
2023
Q4 | $283K | Hold |
|
|||||
|
2023
Q3 | $260K | Hold |
|
|||||
|
2023
Q2 | $271K | Hold |
|
|||||
|
2023
Q1 | $265K | Hold |
|
|||||
|
2022
Q4 | $267K | Sell |
|
|||||
|
2022
Q3 | $616K | Hold |
|
|||||
|
2022
Q2 | $657K | Buy |
|
|||||
|
2022
Q1 | $679K | Hold |
|
|||||
|
2021
Q4 | $696K | Buy |
|