CIR
Clear Investment Research’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 | $565K | Sell |
20,409
-372
| -2% | -$10.3K | 0.71% | 30 |
|
|
2025
Q1 | $552K | Buy |
20,781
+20
| +0.1% | +$532 | 0.74% | 28 |
|
|
2024
Q4 | $542K | Buy |
20,761
+13,834
| +200% | +$361K | 0.7% | 30 |
|
|
2024
Q3 | $557K | Hold |
6,927
| – | – | 0.72% | 30 |
|
|
2024
Q2 | $513K | Hold |
6,927
| – | – | 0.67% | 32 |
|
|
2024
Q1 | $526K | Hold |
6,927
| – | – | 0.71% | 31 |
|
|
2023
Q4 | $486K | Sell |
6,927
-185
| -3% | -$13K | 0.68% | 32 |
|
|
2023
Q3 | $458K | Hold |
7,112
| – | – | 0.79% | 27 |
|
|
2023
Q2 | $477K | Buy |
7,112
+581
| +9% | +$39K | 0.8% | 27 |
|
|
2023
Q1 | $428K | Hold |
6,531
| – | – | 0.75% | 26 |
|
|
2022
Q4 | $431K | Hold |
6,531
| – | – | 0.83% | 25 |
|
|
2022
Q3 | $382K | Hold |
6,531
| – | – | 0.8% | 25 |
|
|
2022
Q2 | $408K | Hold |
6,531
| – | – | 0.9% | 25 |
|
|
2022
Q1 | $466K | Hold |
6,531
| – | – | 0.91% | 25 |
|
|
2021
Q4 | $478K | Hold |
6,531
| – | – | 0.73% | 25 |
|
|
2021
Q3 | $441K | Hold |
6,531
| – | – | 0.71% | 27 |
|
|
2021
Q2 | $447K | Hold |
6,531
| – | – | 0.75% | 25 |
|
|
2021
Q1 | $426K | Hold |
6,531
| – | – | 0.77% | 23 |
|
|
2020
Q4 | $389K | Hold |
6,531
| – | – | 0.7% | 24 |
|
|
2020
Q3 | $341K | Hold |
6,531
| – | – | 0.69% | 26 |
|
|
2020
Q2 | $327K | Buy |
6,531
+1,643
| +34% | +$82.3K | 0.7% | 26 |
|
|
2020
Q1 | $216K | Hold |
4,888
| – | – | 0.53% | 33 |
|
|
2019
Q4 | $294K | Hold |
4,888
| – | – | 0.61% | 29 |
|
|
2019
Q3 | $277K | Hold |
4,888
| – | – | 0.59% | 30 |
|
|
2019
Q2 | $274K | Sell |
4,888
-216
| -4% | -$12.1K | 0.45% | 33 |
|
|
2019
Q1 | $279K | Sell |
5,104
-16
| -0.3% | -$875 | 0.44% | 33 |
|
|
2018
Q4 | $252K | Buy |
5,120
+214
| +4% | +$10.5K | 0.41% | 33 |
|
|
2018
Q3 | $275K | Sell |
4,906
-1,152
| -19% | -$64.6K | 0.4% | 33 |
|
|
2018
Q2 | $320K | Hold |
6,058
| – | – | 0.21% | 29 |
|
|
2018
Q1 | $320K | Sell |
6,058
-46
| -0.8% | -$2.43K | 0.21% | 29 |
|
|
2017
Q4 | $334K | Hold |
6,104
| – | – | 0.22% | 29 |
|
|
2017
Q3 | $316K | Hold |
6,104
| – | – | 0.21% | 28 |
|
|
2017
Q2 | $306K | Buy |
+6,104
| New | +$306K | 0.23% | 26 |
|