BIA
Bell Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
12,366
| – | – | 0.06% | 91 |
|
|
2025
Q1 | $329K | Hold |
12,366
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $322K | Buy |
12,366
+8,244
| +200% | +$215K | 0.06% | 84 |
|
|
2024
Q3 | $331K | Hold |
4,122
| – | – | 0.06% | 81 |
|
|
2024
Q2 | $305K | Buy |
4,122
+4,113
| +45,700% | +$305K | 0.06% | 84 |
|
|
2024
Q1 | $684 | Hold |
9
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q4 | $631 | Hold |
9
| – | – | ﹤0.01% | 1736 |
|
|
2023
Q3 | $581 | Hold |
9
| – | – | ﹤0.01% | 1732 |
|
|
2023
Q2 | $604 | Hold |
9
| – | – | ﹤0.01% | 1752 |
|
|
2023
Q1 | $591 | Hold |
9
| – | – | ﹤0.01% | 1752 |
|
|
2022
Q4 | $594 | Hold |
9
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1561 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1583 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1589 |
|
|
2021
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1547 |
|