AIA
AIMZ Investment Advisors’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 | $315K | Hold |
11,400
| – | – | 0.11% | 106 |
|
|
2025
Q1 | $303K | Hold |
11,400
| – | – | 0.11% | 107 |
|
|
2024
Q4 | $297K | Buy |
11,400
+7,600
| +200% | +$198K | 0.1% | 104 |
|
|
2024
Q3 | $305K | Hold |
3,800
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $282K | Hold |
3,800
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $289K | Hold |
3,800
| – | – | 0.11% | 102 |
|
|
2023
Q4 | $266K | Hold |
3,800
| – | – | 0.11% | 101 |
|
|
2023
Q3 | $245K | Hold |
3,800
| – | – | 0.11% | 101 |
|
|
2023
Q2 | $255K | Hold |
3,800
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $249K | Hold |
3,800
| – | – | 0.11% | 102 |
|
|
2022
Q4 | $251K | Sell |
3,800
-232
| -6% | -$15.3K | 0.12% | 102 |
|
|
2022
Q3 | $236K | Hold |
4,032
| – | – | 0.12% | 99 |
|
|
2022
Q2 | $252K | Hold |
4,032
| – | – | 0.12% | 99 |
|
|
2022
Q1 | $288K | Hold |
4,032
| – | – | 0.12% | 103 |
|
|
2021
Q4 | $295K | Hold |
4,032
| – | – | 0.11% | 100 |
|
|
2021
Q3 | $272K | Hold |
4,032
| – | – | 0.12% | 102 |
|
|
2021
Q2 | $276K | Hold |
4,032
| – | – | 0.12% | 101 |
|
|
2021
Q1 | $263K | Hold |
4,032
| – | – | 0.13% | 98 |
|
|
2020
Q4 | $240K | Buy |
+4,032
| New | +$240K | 0.13% | 97 |
|