Colton Groome Financial 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 | $219K | Sell |
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|
2025
Q2 | $208K | Sell |
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2025
Q1 | $210K | Sell |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $8.92M | Sell |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $8.9M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $9.72M | Buy |
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|
2020
Q4 | $7.89M | Buy |
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|
2020
Q3 | $6.57M | Sell |
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|
2020
Q2 | $13.9M | Buy |
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|
2020
Q1 | $3.16M | Sell |
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|
2019
Q4 | $12.8M | Buy |
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|
2019
Q3 | $11.2M | Buy |
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|
2019
Q2 | $10.3M | Buy |
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