Cornerstone Wealth 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
$17.4M Buy
2025
Q2
$16.2M Buy
2025
Q1
$15.3M Sell
2024
Q4
$15.1M Buy
2024
Q3
$15.2M Sell
2024
Q2
$14.1M Sell
2024
Q1
$14.6M Sell
2023
Q4
$13.7M Buy
2023
Q3
$11.4M Sell
2023
Q2
$12.1M Buy
2023
Q1
$11.5M Buy
2022
Q4
$10.8M Sell
2022
Q3
$10.2M Sell
2022
Q2
$11.2M Sell
2022
Q1
$12.9M Sell
2021
Q4
$13.6M Buy
2021
Q3
$11.8M Buy
2021
Q2
$11.7M Buy
2021
Q1
$10.6M Buy