Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.82M | Buy |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $750K | Sell |
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|
2022
Q1 | $980K | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $837K | Sell |
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|
2020
Q2 | $824K | Buy |
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