Ancora Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.6K | Hold |
2,769
| – | – | ﹤0.01% | 919 |
|
|
2025
Q1 | $73.6K | Hold |
2,769
| – | – | ﹤0.01% | 914 |
|
|
2024
Q4 | $72.2K | Hold |
2,769
| – | – | ﹤0.01% | 908 |
|
|
2024
Q3 | $74.2K | Hold |
2,769
| – | – | ﹤0.01% | 885 |
|
|
2024
Q2 | $68.4K | Hold |
2,769
| – | – | ﹤0.01% | 860 |
|
|
2024
Q1 | $70.1K | Hold |
2,769
| – | – | ﹤0.01% | 857 |
|
|
2023
Q4 | $64.7K | Hold |
2,769
| – | – | ﹤0.01% | 848 |
|
|
2023
Q3 | $59.5K | Sell |
2,769
-111
| -4% | -$2.39K | ﹤0.01% | 852 |
|
|
2023
Q2 | $64.4K | Sell |
2,880
-699
| -20% | -$15.6K | ﹤0.01% | 832 |
|
|
2023
Q1 | $78.2K | Buy |
3,579
+810
| +29% | +$17.7K | ﹤0.01% | 802 |
|
|
2022
Q4 | $61K | Sell |
2,769
-1,998
| -42% | -$44K | ﹤0.01% | 895 |
|
|
2022
Q3 | $93K | Buy |
4,767
+1,902
| +66% | +$37.1K | ﹤0.01% | 891 |
|
|
2022
Q2 | $60K | Buy |
2,865
+198
| +7% | +$4.15K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $63K | Buy |
2,667
+18
| +0.7% | +$425 | ﹤0.01% | 1136 |
|
|
2021
Q4 | $65K | Hold |
2,649
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q3 | $60K | Buy |
2,649
+1,911
| +259% | +$43.3K | ﹤0.01% | 1104 |
|
|
2021
Q2 | $17K | Sell |
738
-9
| -1% | -$207 | ﹤0.01% | 1373 |
|
|
2021
Q1 | $16K | Buy |
747
+9
| +1% | +$193 | ﹤0.01% | 1323 |
|
|
2020
Q4 | $15K | Hold |
738
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q3 | $13K | Hold |
738
| – | – | ﹤0.01% | 1068 |
|
|
2020
Q2 | $12K | Hold |
738
| – | – | ﹤0.01% | 1053 |
|
|
2020
Q1 | $11K | Hold |
738
| – | – | ﹤0.01% | 1117 |
|
|
2019
Q4 | $15K | Buy |
+738
| New | +$15K | ﹤0.01% | 1093 |
|