Apriem Advisors’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 | $3.57M | Sell |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.3M | Buy |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.13M | Sell |
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|
2022
Q3 | $2.78M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $3.59M | Buy |
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|
2021
Q4 | $3.43M | Buy |
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|
2021
Q3 | $3.13M | Buy |
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|
2021
Q2 | $3M | Buy |
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|
2021
Q1 | $2.57M | Buy |
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|
2020
Q4 | $989K | Sell |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $2.05M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.9M | Sell |
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|
2019
Q1 | $1.85M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $1.7M | Sell |
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|
2018
Q2 | $1.63M | Sell |
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|
2018
Q1 | $12.4M | Sell |
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|
2017
Q4 | $13.8M | Buy |
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|
2017
Q3 | $11.8M | Buy |
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|
2017
Q2 | $8.02M | Sell |
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|
2017
Q1 | $18.2M | Buy |
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|
2016
Q4 | $15.8M | Sell |
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|
2016
Q3 | $16.3M | Buy |
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|
2016
Q2 | $15.8M | Buy |
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|
2016
Q1 | $35K | Buy |
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|
2015
Q4 | $25K | Buy |
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|
2015
Q3 | $8K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $0 | Sell |
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|
2013
Q2 | $1K | Buy |
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