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