Capital Investment Advisors’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
$277K Buy
10,023
+1,830
+22% +$50.6K 0.01% 592
2025
Q1
$218K Hold
8,193
﹤0.01% 613
2024
Q4
$214K Buy
+8,193
New +$214K ﹤0.01% 607