Arcadia Investment 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
Q3 | $154K | Hold |
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|
2025
Q2 | $146K | Hold |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $138K | Hold |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $134K | Hold |
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $155K | Sell |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $69.3K | Hold |
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|
2022
Q1 | $79.3K | Hold |
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|
2021
Q4 | $81.3K | Hold |
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|
2021
Q3 | $75K | Hold |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $72.5K | Hold |
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|
2020
Q4 | $66.1K | Hold |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $65.8K | Hold |
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|
2020
Q1 | $58.1K | Hold |
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|
2019
Q4 | $78.9K | Sell |
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|
2019
Q3 | $90.3K | Hold |
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|
2019
Q2 | $89.4K | Sell |
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|
2019
Q1 | $129K | Sell |
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|
2018
Q4 | $166K | Sell |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $564K | Sell |
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|
2017
Q4 | $880K | Buy |
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