AA
Aire 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 | $674K | Buy |
24,347
+570
| +2% | +$15.8K | 0.13% | 90 |
|
|
2025
Q1 | $632K | Sell |
23,777
-5,439
| -19% | -$145K | 0.13% | 87 |
|
|
2024
Q4 | $762K | Buy |
29,216
+19,271
| +194% | +$502K | 0.16% | 85 |
|
|
2024
Q3 | $799K | Sell |
9,945
-24
| -0.2% | -$1.93K | 0.18% | 76 |
|
|
2024
Q2 | $731K | Sell |
9,969
-257
| -3% | -$18.8K | 0.17% | 78 |
|
|
2024
Q1 | $777K | Buy |
10,226
+41
| +0.4% | +$3.12K | 0.18% | 80 |
|
|
2023
Q4 | $714K | Sell |
10,185
-118
| -1% | -$8.28K | 0.18% | 78 |
|
|
2023
Q3 | $664K | Buy |
10,303
+61
| +0.6% | +$3.93K | 0.18% | 72 |
|
|
2023
Q2 | $687K | Sell |
10,242
-273
| -3% | -$18.3K | 0.18% | 73 |
|
|
2023
Q1 | $690K | Sell |
10,515
-19,174
| -65% | -$1.26M | 0.19% | 71 |
|
|
2022
Q4 | $1.96M | Buy |
29,689
+10,196
| +52% | +$673K | 0.6% | 37 |
|
|
2022
Q3 | $1.14M | Buy |
19,493
+9,541
| +96% | +$558K | 0.39% | 47 |
|
|
2022
Q2 | $621K | Buy |
9,952
+147
| +1% | +$9.17K | 0.22% | 66 |
|
|
2022
Q1 | $703K | Buy |
+9,805
| New | +$703K | 0.25% | 57 |
|