Avity Investment Management’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 | $1.14M | Sell |
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2025
Q1 | $1.1M | Buy |
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2024
Q4 | $434K | Buy |
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2024
Q3 | $433K | Buy |
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2024
Q2 | $399K | Sell |
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2024
Q1 | $510K | Buy |
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2023
Q4 | $466K | Buy |
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2023
Q3 | $428K | Sell |
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2023
Q2 | $1.4M | Buy |
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2023
Q1 | $842K | Sell |
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2022
Q4 | $1.06M | Hold |
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2022
Q3 | $937K | Hold |
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2022
Q2 | $1M | Hold |
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2022
Q1 | $1.14M | Buy |
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2021
Q4 | $807K | Buy |
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2021
Q3 | $558K | Hold |
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2021
Q2 | $565K | Buy |
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2021
Q1 | $531K | Hold |
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2020
Q4 | $484K | Buy |
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2020
Q3 | $245K | Hold |
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2020
Q2 | $236K | Hold |
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2020
Q1 | $208K | Hold |
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2019
Q4 | $283K | Hold |
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2019
Q3 | $267K | Hold |
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2019
Q2 | $264K | Hold |
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2019
Q1 | $257K | Hold |
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2018
Q4 | $232K | Hold |
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2018
Q3 | $264K | Hold |
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2018
Q2 | $250K | Hold |
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2018
Q1 | $248K | Hold |
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2017
Q4 | $257K | Hold |
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2017
Q3 | $244K | Sell |
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2017
Q2 | $336K | Hold |
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2017
Q1 | $333K | Hold |
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2016
Q4 | $322K | Hold |
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2016
Q3 | $305K | Sell |
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2016
Q2 | $434K | Hold |
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2016
Q1 | $424K | Hold |
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2015
Q4 | $412K | Hold |
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2015
Q3 | $407K | Hold |
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2015
Q2 | $417K | Hold |
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2015
Q1 | $428K | Hold |
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2014
Q4 | $428K | Hold |
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2014
Q3 | $414K | Hold |
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2014
Q2 | $415K | Buy |
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