Altus Wealth 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
Q3 | $3.62M | Sell |
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|
2025
Q2 | $3.52M | Sell |
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|
2025
Q1 | $3.6M | Buy |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $3.1M | Buy |
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|
2024
Q1 | $3.03M | Buy |
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|
2023
Q4 | $2.79M | Buy |
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|
2023
Q3 | $2.56M | Buy |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $2.31M | Hold |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $3.25M | Buy |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $449K | Buy |
|