Atria Wealth Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
62,430
-20,522
| -25% | -$572K | 0.04% | 462 |
|
|
2025
Q1 | $2.2M | Sell |
82,952
-71,206
| -46% | -$1.89M | 0.03% | 595 |
|
|
2024
Q4 | $4.02M | Buy |
154,158
+79,185
| +106% | +$2.06M | 0.04% | 415 |
|
|
2024
Q3 | $2.01M | Sell |
74,973
-999
| -1% | -$26.8K | 0.02% | 629 |
|
|
2024
Q2 | $1.88M | Buy |
75,972
+3,567
| +5% | +$88.4K | 0.02% | 640 |
|
|
2024
Q1 | $1.83M | Buy |
72,405
+1,458
| +2% | +$36.9K | 0.02% | 668 |
|
|
2023
Q4 | $1.66M | Sell |
70,947
-13,662
| -16% | -$319K | 0.02% | 662 |
|
|
2023
Q3 | $1.82M | Sell |
84,609
-132
| -0.2% | -$2.84K | 0.03% | 591 |
|
|
2023
Q2 | $1.9M | Sell |
84,741
-26,958
| -24% | -$603K | 0.03% | 584 |
|
|
2023
Q1 | $2.44M | Sell |
111,699
-5,325
| -5% | -$116K | 0.04% | 476 |
|
|
2022
Q4 | $2.58M | Sell |
117,024
-3,018
| -3% | -$66.4K | 0.04% | 428 |
|
|
2022
Q3 | $2.34M | Sell |
120,042
-4,149
| -3% | -$80.9K | 0.04% | 416 |
|
|
2022
Q2 | $2.58M | Buy |
124,191
+1,821
| +1% | +$37.9K | 0.05% | 357 |
|
|
2022
Q1 | $2.91M | Buy |
+122,370
| New | +$2.91M | 0.05% | 380 |
|