Cassaday & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $598K | Hold |
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|
2021
Q3 | $551K | Hold |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $486K | Hold |
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|
2020
Q3 | $426K | Hold |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $4.44M | Hold |
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|
2019
Q3 | $4.19M | Hold |
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|
2019
Q2 | $4.14M | Hold |
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|
2019
Q1 | $4.04M | Sell |
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|
2018
Q4 | $3.65M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $129K | Buy |
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