CGN 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 | $1.7M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $2.1M | Buy |
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