Capital Advisors Wealth 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
Q3 | $5.18M | Buy |
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|
2025
Q2 | $4.81M | Buy |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.58M | Sell |
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|
2024
Q2 | $3.32M | Buy |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $4.63M | Sell |
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|
2023
Q3 | $5.71M | Sell |
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|
2023
Q2 | $6.09M | Sell |
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|
2023
Q1 | $6.06M | Sell |
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|
2022
Q4 | $6.81M | Buy |
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|
2022
Q3 | $5M | Buy |
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|
2022
Q2 | $4.18M | Buy |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $605K | Sell |
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|
2021
Q2 | $868K | Buy |
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|
2021
Q1 | $350K | Buy |
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