Cornerstone Advisors Asset Management’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 | $1.13M | Buy |
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2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $955K | Buy |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $529K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $521K | Buy |
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