Cahill Financial 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 | $5.09M | Buy |
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|
2025
Q1 | $4.55M | Sell |
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|
2024
Q4 | $4.58M | Sell |
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|
2024
Q3 | $4.77M | Buy |
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|
2024
Q2 | $4.26M | Sell |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $3.68M | Buy |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $3.1M | Sell |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $3.29M | Buy |
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|
2022
Q1 | $3.61M | Sell |
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|
2021
Q4 | $4.83M | Buy |
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|
2021
Q3 | $4.05M | Buy |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $3.79M | Sell |
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|
2020
Q4 | $3.53M | Buy |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q4 | $3M | Sell |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.65M | Buy |
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|
2019
Q1 | $2.52M | Buy |
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|
2018
Q4 | $779K | Buy |
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|
2018
Q3 | $795K | Buy |
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|
2018
Q2 | $738K | Hold |
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|
2018
Q1 | $734K | Buy |
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|
2017
Q4 | $755K | Sell |
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|
2017
Q3 | $717K | Sell |
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|
2017
Q2 | $877K | Sell |
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|
2017
Q1 | $890K | Buy |
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|
2016
Q4 | $857K | Buy |
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|
2016
Q3 | $786K | Buy |
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|
2016
Q2 | $759K | Buy |
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|
2016
Q1 | $711K | Buy |
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|
2015
Q4 | $657K | Buy |
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|
2015
Q3 | $612K | Buy |
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|
2015
Q2 | $658K | Buy |
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|
2015
Q1 | $658K | Buy |
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|
2014
Q4 | $669K | Buy |
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|
2014
Q3 | $589K | Sell |
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|
2014
Q2 | $670K | Buy |
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|
2014
Q1 | $642K | Buy |
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|
2013
Q4 | $631K | Buy |
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