Cascade Investment 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
Q3 | $434K | Hold |
|
|||||
|
2025
Q2 | $413K | Buy |
|
|||||
|
2025
Q1 | $396K | Buy |
|
|||||
|
2024
Q4 | $386K | Buy |
|
|||||
|
2024
Q3 | $389K | Buy |
|
|||||
|
2024
Q2 | $344K | Buy |
|
|||||
|
2024
Q1 | $349K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $44.3K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $44.4K | Buy |
|
|||||
|
2022
Q1 | $50.7K | Buy |
|
|||||
|
2021
Q4 | $44.7K | Hold |
|
|||||
|
2021
Q3 | $41.2K | Hold |
|
|||||
|
2021
Q2 | $41.7K | Buy |
|
|||||
|
2021
Q1 | $21.2K | Hold |
|
|||||
|
2020
Q4 | $19.3K | Hold |
|
|||||
|
2020
Q3 | $17K | Hold |
|
|||||
|
2020
Q2 | $16.3K | Hold |
|
|||||
|
2020
Q1 | $14.4K | Sell |
|
|||||
|
2019
Q4 | $22.8K | Hold |
|
|||||
|
2019
Q3 | $21.6K | Sell |
|
|||||
|
2019
Q2 | $24.7K | Buy |
|