AIMZ Investment 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
Q2
$315K Hold
2025
Q1
$303K Hold
2024
Q4
$297K Hold
2024
Q3
$305K Hold
2024
Q2
$282K Hold
2024
Q1
$289K Hold
2023
Q4
$266K Hold
2023
Q3
$245K Hold
2023
Q2
$255K Hold
2023
Q1
$249K Hold
2022
Q4
$251K Sell
2022
Q3
$236K Hold
2022
Q2
$252K Hold
2022
Q1
$288K Hold
2021
Q4
$295K Hold
2021
Q3
$272K Hold
2021
Q2
$276K Hold
2021
Q1
$263K Hold
2020
Q4
$240K Buy