Arkadios 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
Q3 | $2.41M | Buy |
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|
2025
Q2 | $2.19M | Buy |
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2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $666K | Buy |
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|
2020
Q3 | $566K | Buy |
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|
2020
Q2 | $533K | Buy |
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