Columbia Advisory Partners’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 | $342K | Sell |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $735K | Buy |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $276K | Buy |
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