Broadview Financial Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
93,925
+478
| +0.5% | +$13.2K | 1.77% | 16 |
|
|
2025
Q1 | $2.48M | Sell |
93,447
-940
| -1% | -$25K | 1.85% | 17 |
|
|
2024
Q4 | $2.46M | Sell |
94,387
-701
| -0.7% | -$18.3K | 1.76% | 17 |
|
|
2024
Q3 | $2.55M | Buy |
95,088
+681
| +0.7% | +$18.2K | 1.72% | 17 |
|
|
2024
Q2 | $2.33M | Sell |
94,407
-1,458
| -2% | -$36K | 1.7% | 16 |
|
|
2024
Q1 | $2.43M | Sell |
95,865
-81
| -0.1% | -$2.05K | 1.77% | 17 |
|
|
2023
Q4 | $2.24M | Buy |
95,946
+228
| +0.2% | +$5.33K | 1.73% | 17 |
|
|
2023
Q3 | $2.06M | Buy |
95,718
+417
| +0.4% | +$8.96K | 1.9% | 16 |
|
|
2023
Q2 | $2.13M | Buy |
95,301
+1,806
| +2% | +$40.4K | 1.82% | 16 |
|
|
2023
Q1 | $2.04M | Buy |
93,495
+1,806
| +2% | +$39.5K | 1.78% | 16 |
|
|
2022
Q4 | $2.02M | Sell |
91,689
-4,659
| -5% | -$103K | 1.81% | 16 |
|
|
2022
Q3 | $1.88M | Sell |
96,348
-2,310
| -2% | -$45.1K | 1.88% | 16 |
|
|
2022
Q2 | $2.05M | Sell |
98,658
-6,441
| -6% | -$134K | 1.91% | 15 |
|
|
2022
Q1 | $2.5M | Buy |
105,099
+843
| +0.8% | +$20.1K | 1.85% | 16 |
|
|
2021
Q4 | $2.55M | Sell |
104,256
-2,130
| -2% | -$52K | 1.81% | 16 |
|
|
2021
Q3 | $2.39M | Sell |
106,386
-684
| -0.6% | -$15.4K | 1.85% | 16 |
|
|
2021
Q2 | $2.44M | Sell |
107,070
-3,165
| -3% | -$72.1K | 1.84% | 16 |
|
|
2021
Q1 | $2.4M | Sell |
110,235
-12,693
| -10% | -$276K | 1.86% | 17 |
|
|
2020
Q4 | $2.44M | Sell |
122,928
-3,219
| -3% | -$63.9K | 1.87% | 16 |
|
|
2020
Q3 | $2.2M | Sell |
126,147
-8,829
| -7% | -$154K | 1.85% | 16 |
|
|
2020
Q2 | $2.26M | Sell |
134,976
-366
| -0.3% | -$6.12K | 1.8% | 17 |
|
|
2020
Q1 | $2M | Buy |
135,342
+8,235
| +6% | +$122K | 1.79% | 17 |
|
|
2019
Q4 | $2.55M | Sell |
127,107
-921
| -0.7% | -$18.5K | 1.77% | 19 |
|
|
2019
Q3 | $2.42M | Buy |
128,028
+1,314
| +1% | +$24.8K | 1.8% | 18 |
|
|
2019
Q2 | $2.37M | Buy |
126,714
+12,264
| +11% | +$229K | 1.78% | 18 |
|
|
2019
Q1 | $2.09M | Buy |
114,450
+54,849
| +92% | +$1M | 1.63% | 18 |
|
|
2018
Q4 | $979K | Sell |
59,601
-9,945
| -14% | -$163K | 0.87% | 25 |
|
|
2018
Q3 | $1.3M | Buy |
69,546
+885
| +1% | +$16.5K | 1.17% | 19 |
|
|
2018
Q2 | $1.22M | Buy |
68,661
+4,017
| +6% | +$71.1K | 1.19% | 19 |
|
|
2018
Q1 | $1.14M | Sell |
64,644
-1,296
| -2% | -$22.8K | 1.12% | 20 |
|
|
2017
Q4 | $1.2M | Buy |
+65,940
| New | +$1.2M | 1.17% | 19 |
|