Cedar Mountain 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 | $8.7K | Hold |
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|
2025
Q2 | $8.27K | Hold |
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2025
Q1 | $7.95K | Buy |
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|
2024
Q4 | $2.97K | Hold |
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|
2024
Q3 | $3.05K | Hold |
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|
2024
Q2 | $2.81K | Hold |
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|
2024
Q1 | $2.89K | Hold |
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|
2023
Q4 | $2.66K | Hold |
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|
2023
Q3 | $2.45K | Sell |
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|
2023
Q2 | $2.75K | Hold |
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|
2023
Q1 | $2.69K | Hold |
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|
2022
Q4 | $2.71K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $7K | Sell |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Sell |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $9K | Buy |
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