Compass Advisory Group’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 | $2.9M | Sell |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.97M | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $2.9M | Sell |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.99M | Sell |
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|
2023
Q2 | $3.51M | Sell |
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|
2023
Q1 | $3.76M | Sell |
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|
2022
Q4 | $4.04M | Sell |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $913K | Buy |
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|
2021
Q1 | $870K | Buy |
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|
2020
Q4 | $792K | Buy |
|