Avantax Advisory Services’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 | $50.2M | Buy |
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|
2025
Q1 | $46.7M | Buy |
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|
2024
Q4 | $42.9M | Buy |
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|
2024
Q3 | $29.4M | Buy |
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|
2024
Q2 | $22.4M | Buy |
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|
2024
Q1 | $17.6M | Buy |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $4.3M | Buy |
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|
2023
Q2 | $4.03M | Buy |
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|
2023
Q1 | $3.77M | Buy |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $4M | Buy |
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|
2022
Q2 | $4.18M | Sell |
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|
2022
Q1 | $5.56M | Buy |
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|
2021
Q4 | $5.41M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $712K | Buy |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $343K | Buy |
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