Capital Analysts LLC’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 | $418K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $186K | Buy |
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|
2024
Q1 | $91K | Buy |
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|
2023
Q4 | $68K | Buy |
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|
2023
Q3 | $49K | Sell |
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|
2023
Q2 | $51K | Sell |
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|
2023
Q1 | $61K | Sell |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Buy |
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