Cedar Mountain Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27K | Hold |
299
| – | – | ﹤0.01% | 228 |
|
|
2025
Q1 | $7.95K | Buy |
299
+185
| +162% | +$4.92K | ﹤0.01% | 215 |
|
|
2024
Q4 | $2.97K | Hold |
114
| – | – | ﹤0.01% | 293 |
|
|
2024
Q3 | $3.05K | Hold |
114
| – | – | ﹤0.01% | 270 |
|
|
2024
Q2 | $2.82K | Hold |
114
| – | – | ﹤0.01% | 260 |
|
|
2024
Q1 | $2.89K | Hold |
114
| – | – | ﹤0.01% | 259 |
|
|
2023
Q4 | $2.66K | Hold |
114
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $2.45K | Sell |
114
-9
| -7% | -$193 | ﹤0.01% | 244 |
|
|
2023
Q2 | $2.75K | Hold |
123
| – | – | ﹤0.01% | 235 |
|
|
2023
Q1 | $2.69K | Hold |
123
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $2.71K | Hold |
123
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $3K | Hold |
123
| – | – | ﹤0.01% | 250 |
|
|
2022
Q1 | $3K | Hold |
123
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $3K | Sell |
123
-6
| -5% | -$146 | ﹤0.01% | 263 |
|
|
2021
Q3 | $3K | Sell |
129
-180
| -58% | -$4.19K | ﹤0.01% | 255 |
|
|
2021
Q2 | $7K | Hold |
309
| – | – | ﹤0.01% | 193 |
|
|
2021
Q1 | $7K | Sell |
309
-51
| -14% | -$1.16K | ﹤0.01% | 196 |
|
|
2020
Q4 | $7K | Hold |
360
| – | – | ﹤0.01% | 194 |
|
|
2020
Q3 | $6K | Hold |
360
| – | – | ﹤0.01% | 182 |
|
|
2020
Q2 | $6K | Sell |
360
-90
| -20% | -$1.5K | ﹤0.01% | 176 |
|
|
2020
Q1 | $7K | Hold |
450
| – | – | ﹤0.01% | 145 |
|
|
2019
Q4 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 142 |
|