Centaurus Financial’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
Q2 | $319K | Buy |
|
|||||
|
2025
Q1 | $280K | Buy |
|
|||||
|
2024
Q4 | $252K | Buy |
|
|||||
|
2024
Q3 | $223K | Buy |
|
|||||
|
2024
Q2 | $191K | Buy |
|
|||||
|
2024
Q1 | $185K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $121K | Hold |
|
|||||
|
2022
Q4 | $122K | Sell |
|
|||||
|
2022
Q3 | $300K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $118K | Sell |
|
|||||
|
2021
Q4 | $149K | Buy |
|
|||||
|
2021
Q3 | $137K | Buy |
|
|||||
|
2021
Q2 | $138K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $128K | Buy |
|