Bell Investment Advisors’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 | $342K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $684 | Hold |
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|
2023
Q4 | $631 | Hold |
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|
2023
Q3 | $581 | Hold |
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|
2023
Q2 | $604 | Hold |
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|
2023
Q1 | $591 | Hold |
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|
2022
Q4 | $594 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Buy |
|