Bigelow 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
Q3 | $1.72M | Buy |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $990K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $516K | Buy |
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|
2019
Q3 | $455K | Buy |
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|
2019
Q2 | $409K | Sell |
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|
2019
Q1 | $439K | Buy |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $455K | Sell |
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|
2018
Q2 | $494K | Sell |
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|
2018
Q1 | $597K | Buy |
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|
2017
Q4 | $509K | Buy |
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