Apella Capital’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 | $252K | Hold |
9,024
| – | – | 0.01% | 380 |
|
|
2025
Q1 | $227K | Hold |
9,024
| – | – | 0.01% | 357 |
|
|
2024
Q4 | $235K | Hold |
9,024
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $241K | Hold |
9,024
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $223K | Hold |
9,024
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $225K | Hold |
9,024
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $209K | Buy |
+9,024
| New | +$209K | 0.01% | 275 |
|
|
2023
Q3 | – | Sell |
-9,024
| Closed | -$202K | – | 263 |
|
|
2023
Q2 | $202K | Buy |
+9,024
| New | +$202K | 0.01% | 246 |
|
|
2022
Q2 | – | Sell |
-9,024
| Closed | -$215K | – | 232 |
|
|
2022
Q1 | $215K | Sell |
9,024
-1,800
| -17% | -$42.9K | 0.03% | 194 |
|
|
2021
Q4 | $264K | Hold |
10,824
| – | – | 0.03% | 173 |
|
|
2021
Q3 | $243K | Hold |
10,824
| – | – | 0.03% | 183 |
|
|
2021
Q2 | $247K | Buy |
+10,824
| New | +$247K | 0.04% | 185 |
|