Curtis 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 | $5.8M | Buy |
|
|||||
|
2025
Q1 | $5.41M | Sell |
|
|||||
|
2024
Q4 | $5.92M | Buy |
|
|||||
|
2024
Q3 | $5.5M | Buy |
|
|||||
|
2024
Q2 | $5.06M | Sell |
|
|||||
|
2024
Q1 | $5.22M | Buy |
|
|||||
|
2023
Q4 | $4.77M | Sell |
|
|||||
|
2023
Q3 | $5.4M | Sell |
|
|||||
|
2023
Q2 | $8.48M | Buy |
|
|||||
|
2023
Q1 | $7.89M | Buy |
|
|||||
|
2022
Q4 | $7.71M | Buy |
|
|||||
|
2022
Q3 | $6.82M | Sell |
|
|||||
|
2022
Q2 | $7.33M | Buy |
|
|||||
|
2022
Q1 | $8.3M | Buy |
|
|||||
|
2021
Q4 | $8.4M | Buy |
|
|||||
|
2021
Q3 | $7.49M | Buy |
|
|||||
|
2021
Q2 | $7.42M | Sell |
|
|||||
|
2021
Q1 | $7.5M | Buy |
|
|||||
|
2020
Q4 | $1.58M | Buy |
|
|||||
|
2020
Q3 | $881K | Buy |
|
|||||
|
2020
Q2 | $750K | Buy |
|
|||||
|
2020
Q1 | $497K | Sell |
|
|||||
|
2019
Q4 | $750K | Buy |
|