Broadview Financial 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 | $2.6M | Buy |
|
|||||
|
2025
Q1 | $2.48M | Sell |
|
|||||
|
2024
Q4 | $2.46M | Sell |
|
|||||
|
2024
Q3 | $2.55M | Buy |
|
|||||
|
2024
Q2 | $2.33M | Sell |
|
|||||
|
2024
Q1 | $2.43M | Sell |
|
|||||
|
2023
Q4 | $2.24M | Buy |
|
|||||
|
2023
Q3 | $2.06M | Buy |
|
|||||
|
2023
Q2 | $2.13M | Buy |
|
|||||
|
2023
Q1 | $2.04M | Buy |
|
|||||
|
2022
Q4 | $2.02M | Sell |
|
|||||
|
2022
Q3 | $1.88M | Sell |
|
|||||
|
2022
Q2 | $2.05M | Sell |
|
|||||
|
2022
Q1 | $2.5M | Buy |
|
|||||
|
2021
Q4 | $2.54M | Sell |
|
|||||
|
2021
Q3 | $2.39M | Sell |
|
|||||
|
2021
Q2 | $2.44M | Sell |
|
|||||
|
2021
Q1 | $2.4M | Sell |
|
|||||
|
2020
Q4 | $2.44M | Sell |
|
|||||
|
2020
Q3 | $2.19M | Sell |
|
|||||
|
2020
Q2 | $2.25M | Sell |
|
|||||
|
2020
Q1 | $2M | Buy |
|
|||||
|
2019
Q4 | $2.55M | Sell |
|
|||||
|
2019
Q3 | $2.42M | Buy |
|
|||||
|
2019
Q2 | $2.37M | Buy |
|
|||||
|
2019
Q1 | $2.09M | Buy |
|
|||||
|
2018
Q4 | $979K | Sell |
|
|||||
|
2018
Q3 | $1.3M | Buy |
|
|||||
|
2018
Q2 | $1.22M | Buy |
|
|||||
|
2018
Q1 | $1.14M | Sell |
|
|||||
|
2017
Q4 | $1.2M | Buy |
|