Alliance Wealth Management Group’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 | $671K | Hold |
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|
2025
Q1 | $644K | Hold |
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|
2024
Q4 | $632K | Hold |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $589K | Hold |
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|
2021
Q4 | $604K | Hold |
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|
2021
Q3 | $557K | Hold |
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|
2021
Q2 | $564K | Hold |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $492K | Hold |
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|
2020
Q3 | $432K | Hold |
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|
2020
Q2 | $415K | Sell |
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|
2020
Q1 | $367K | Hold |
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|
2019
Q4 | $498K | Sell |
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|
2019
Q3 | $472K | Hold |
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|
2019
Q2 | $467K | Hold |
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|
2019
Q1 | $455K | Hold |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q3 | $452K | Sell |
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|
2018
Q2 | $432K | Sell |
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|
2018
Q1 | $531K | Buy |
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|
2017
Q4 | $545K | Sell |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $501K | Sell |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $1.53M | Buy |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $639K | Sell |
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|
2016
Q1 | $638K | Sell |
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|
2015
Q4 | $874K | Buy |
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