Aire 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 | $674K | Buy |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $731K | Sell |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $621K | Buy |
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|
2022
Q1 | $703K | Buy |
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