Aurora Private Wealth’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
$363K Buy
2023
Q4
Sell
2023
Q3
$352K Buy
2023
Q2
$295K Sell
2023
Q1
$353K Buy
2022
Q4
$355K Sell
2022
Q3
$442K Sell
2022
Q2
$1.44M Buy
2022
Q1
$1.58M Buy
2021
Q4
$1.36M Buy
2021
Q3
$1.23M Sell
2021
Q2
$1.37M Buy
2021
Q1
$1.24M Sell
2020
Q4
$1.37M Buy
2020
Q3
$1.05M Sell
2020
Q2
$1.09M Sell
2020
Q1
$1.68M Buy
2019
Q4
$1.08M Buy