Avant Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
199,752
+861
| +0.4% | +$23.8K | 4.29% | 7 |
|
|
2025
Q1 | $5.29M | Buy |
198,891
+4,131
| +2% | +$110K | 4.4% | 5 |
|
|
2024
Q4 | $5.08M | Buy |
+194,760
| New | +$5.08M | 4.21% | 8 |
|
|
2023
Q3 | $3.78M | Buy |
175,947
+6,705
| +4% | +$144K | 4.32% | 7 |
|
|
2023
Q2 | $3.78M | Buy |
169,242
+2,583
| +2% | +$57.8K | 4.18% | 8 |
|
|
2023
Q1 | $3.64M | Buy |
166,659
+13,857
| +9% | +$303K | 4.21% | 6 |
|
|
2022
Q4 | $3.36M | Sell |
152,802
-4,740
| -3% | -$104K | 4.13% | 6 |
|
|
2022
Q3 | $3.07M | Buy |
157,542
+5,814
| +4% | +$113K | 4.15% | 6 |
|
|
2022
Q2 | $3.16M | Buy |
151,728
+1,686
| +1% | +$35.1K | 4.08% | 6 |
|
|
2022
Q1 | $3.57M | Buy |
150,042
+8,220
| +6% | +$196K | 3.99% | 6 |
|
|
2021
Q4 | $3.46M | Buy |
+141,822
| New | +$3.46M | 3.8% | 8 |
|