Anchor Investment Management’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 | $225K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $198K | Buy |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $168K | Sell |
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|
2023
Q1 | $167K | Sell |
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|
2022
Q4 | $181K | Buy |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $169K | Buy |
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|
2022
Q1 | $190K | Buy |
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|
2021
Q4 | $192K | Buy |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $153K | Sell |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $113K | Buy |
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|
2020
Q2 | $77.2K | Sell |
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|
2020
Q1 | $72.4K | Sell |
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|
2019
Q4 | $101K | Buy |
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|
2019
Q3 | $78.7K | Buy |
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|
2019
Q2 | $66.6K | Buy |
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|
2019
Q1 | $19.8K | Hold |
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|
2018
Q4 | $17.8K | Buy |
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|
2018
Q3 | $6.56K | Sell |
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|
2018
Q2 | $8.87K | Sell |
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|
2018
Q1 | $14.1K | Sell |
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|
2017
Q4 | $17.3K | Buy |
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|
2017
Q3 | $2.59K | Sell |
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|
2017
Q2 | $8.79K | Hold |
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|
2017
Q1 | $8.69K | Hold |
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|
2016
Q4 | $8.42K | Hold |
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|
2016
Q3 | $7.97K | Hold |
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|
2016
Q2 | $7.84K | Hold |
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|
2016
Q1 | $7.56K | Buy |
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