Avantax Planning Partners’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 | $275M | Sell |
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|
2025
Q1 | $267M | Buy |
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|
2024
Q4 | $259M | Buy |
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|
2024
Q3 | $266M | Sell |
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|
2024
Q2 | $298M | Sell |
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|
2024
Q1 | $311M | Sell |
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|
2023
Q4 | $292M | Sell |
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|
2023
Q3 | $276M | Buy |
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|
2023
Q2 | $285M | Sell |
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|
2023
Q1 | $281M | Sell |
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|
2022
Q4 | $353M | Buy |
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|
2022
Q3 | $302M | Buy |
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|
2022
Q2 | $315M | Sell |
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|
2022
Q1 | $402M | Buy |
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|
2021
Q4 | $407M | Sell |
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|
2021
Q3 | $376M | Buy |
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|
2021
Q2 | $375M | Buy |
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|
2021
Q1 | $344M | Sell |
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|
2020
Q4 | $375M | Sell |
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|
2020
Q3 | $353M | Buy |
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|
2020
Q2 | $285M | Sell |
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|
2020
Q1 | $311M | Buy |
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|
2019
Q4 | $400M | Buy |
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|
2019
Q3 | $368M | Buy |
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|
2019
Q2 | $239M | Buy |
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|
2019
Q1 | $173M | Buy |
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|
2018
Q4 | $106M | Buy |
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|
2018
Q3 | $119M | Buy |
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|
2018
Q2 | $110M | Buy |
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|
2018
Q1 | $105M | Buy |
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|
2017
Q4 | $106M | Sell |
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|
2017
Q3 | $120M | Buy |
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|
2017
Q2 | $114M | Sell |
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|
2017
Q1 | $166M | Buy |
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|
2016
Q4 | $157M | Buy |
|