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Blume Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Blume Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$41.5K Hold
1,500
– – 0.01% 194
2025
Q1 		$39.9K Hold
1,500
– – 0.01% 194
2024
Q4 		$39.1K Hold
1,500
– – 0.01% 197
2024
Q3 		$40.2K Hold
1,500
– – 0.01% 197
2024
Q2 		$37K Hold
1,500
– – 0.01% 194
2024
Q1 		$38K Hold
1,500
– – 0.01% 189
2023
Q4 		$35.1K Hold
1,500
– – 0.01% 191
2023
Q3 		$32.2K Hold
1,500
– – 0.01% 195
2023
Q2 		$33.5K Hold
1,500
– – 0.01% 187
2023
Q1 		$32.8K Hold
1,500
– – 0.01% 182
2022
Q4 		$33K Hold
1,500
– – 0.01% 185
2022
Q3 		$29K Hold
1,500
– – 0.01% 179
2022
Q2 		$31K Hold
1,500
– – 0.01% 182
2022
Q1 		$36K Hold
1,500
– – 0.01% 176
2021
Q4 		$37K Sell
1,500
-1,089
-42% -$26.9K 0.01% 190
2021
Q3 		$58K Hold
2,589
– – 0.02% 163
2021
Q2 		$59K Buy
2,589
+1,089
+73% +$24.8K 0.02% 163
2021
Q1 		$33K Hold
1,500
– – 0.01% 177
2020
Q4 		$30K Hold
1,500
– – 0.01% 140
2020
Q3 		$26K Hold
1,500
– – 0.01% 137
2020
Q2 		$25K Sell
1,500
-1,800
-55% -$30K 0.01% 144
2020
Q1 		$48K Hold
3,300
– – 0.03% 115
2019
Q4 		$66K Hold
3,300
– – 0.03% 114
2019
Q3 		$62K Hold
3,300
– – 0.03% 118
2019
Q2 		$62K Sell
3,300
-708
-18% -$13.3K 0.03% 111
2019
Q1 		$73K Hold
4,008
– – 0.04% 109
2018
Q4 		$66K Hold
4,008
– – 0.04% 110
2018
Q3 		$75K Hold
4,008
– – 0.04% 95
2018
Q2 		$71K Buy
4,008
+3
+0.1% +$53 0.04% 94
2018
Q1 		$70K Buy
4,005
+21
+0.5% +$367 0.04% 100
2017
Q4 		$73K Buy
3,984
+27
+0.7% +$495 0.04% 104
2017
Q3 		$68K Buy
3,957
+24
+0.6% +$412 0.04% 103
2017
Q2 		$66K Buy
3,933
+24
+0.6% +$403 0.04% 89
2017
Q1 		$65K Buy
3,909
+24
+0.6% +$399 0.04% 88
2016
Q4 		$62K Buy
+3,885
New +$62K 0.04% 86