Continuum Advisory’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 | $1.39M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $61.2K | Sell |
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|
2024
Q4 | $174K | Sell |
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|
2024
Q3 | $90.4K | Sell |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.79M | Sell |
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|
2023
Q2 | $4.09M | Buy |
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|
2023
Q1 | $3.97M | Sell |
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|
2022
Q4 | $4.19M | Buy |
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|
2022
Q3 | $3.68M | Sell |
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|
2022
Q2 | $4.12M | Buy |
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|
2022
Q1 | $4.38M | Buy |
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|
2021
Q4 | $4.76M | Buy |
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|
2021
Q3 | $3.92M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $377K | Sell |
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|
2019
Q3 | $368K | Sell |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $481K | Buy |
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|
2018
Q3 | $547K | Buy |
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|
2018
Q2 | $512K | Sell |
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|
2018
Q1 | $515K | Sell |
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|
2017
Q4 | $564K | Sell |
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|
2017
Q3 | $555K | Sell |
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|
2017
Q2 | $555K | Buy |
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|
2017
Q1 | $541K | Buy |
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