Allied 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 | $337K | Hold |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $213K | Buy |
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