Arbor Trust Wealth 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 | $2.91M | Sell |
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|
2025
Q1 | $3.3M | Sell |
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|
2024
Q4 | $3.3M | Sell |
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|
2024
Q3 | $3.23M | Hold |
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $3.56M | Sell |
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|
2023
Q4 | $6.37M | Sell |
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|
2023
Q3 | $6.39M | Buy |
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|
2023
Q2 | $6.57M | Buy |
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|
2023
Q1 | $6.31M | Sell |
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|
2022
Q4 | $6.41M | Buy |
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|
2022
Q3 | $5.15M | Buy |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | $5.68M | Buy |
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|
2021
Q4 | $5.11M | Buy |
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|
2021
Q3 | $4.5M | Buy |
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|
2021
Q2 | $4.32M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.5M | Buy |
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