Atria Wealth Solutions’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 | $1.74M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $4.02M | Buy |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.91M | Buy |
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