Appleton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $8.16M | Buy |
|
|||||
|
2022
Q2 | $1.01M | Sell |
|
|||||
|
2022
Q1 | $10.3M | Sell |
|
|||||
|
2021
Q4 | $20.5M | Sell |
|
|||||
|
2021
Q3 | $19.4M | Sell |
|
|||||
|
2021
Q2 | $19.8M | Buy |
|
|||||
|
2021
Q1 | $18.5M | Buy |
|
|||||
|
2020
Q4 | $15.2M | Buy |
|
|||||
|
2020
Q3 | $831K | Sell |
|
|||||
|
2020
Q2 | $10.9M | Buy |
|
|||||
|
2020
Q1 | $620K | Sell |
|
|||||
|
2019
Q4 | $10.9M | Sell |
|
|||||
|
2019
Q3 | $10.5M | Sell |
|
|||||
|
2019
Q2 | $10.9M | Buy |
|
|||||
|
2019
Q1 | $10.4M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $9.97M | Buy |
|
|||||
|
2018
Q2 | $424K | Sell |
|
|||||
|
2018
Q1 | $9.04M | Buy |
|
|||||
|
2017
Q4 | $8.88M | Buy |
|
|||||
|
2017
Q3 | $8.16M | Sell |
|
|||||
|
2017
Q2 | $7.91M | Buy |
|
|||||
|
2017
Q1 | $7.82M | Sell |
|
|||||
|
2016
Q4 | $7.79M | Buy |
|
|||||
|
2016
Q3 | $3.24M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $247K | Buy |
|
|||||
|
2015
Q1 | $242K | Buy |
|
|||||
|
2014
Q4 | $220K | Buy |
|
|||||
|
2014
Q3 | $205K | Buy |
|
|||||
|
2014
Q2 | $203K | Buy |
|