Cornerstone Wealth 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 | $1.32M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $956K | Buy |
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|
2023
Q2 | $946K | Sell |
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|
2023
Q1 | $991K | Buy |
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|
2022
Q3 | $877K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $839K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $994K | Buy |
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|
2019
Q2 | $871K | Sell |
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|
2019
Q1 | $835K | Buy |
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|
2018
Q4 | $740K | Sell |
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|
2018
Q3 | $4.04M | Sell |
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|
2018
Q2 | $11.8M | Buy |
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|
2018
Q1 | $580K | Buy |
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|
2017
Q4 | $612K | Buy |
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|
2017
Q3 | $212K | Buy |
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