Clearstead 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
Q2 | $2.32M | Sell |
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2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.18M | Buy |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $150K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $34K | Buy |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $0 | Sell |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Buy |
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