Diversified Investment Strategies’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 | $409K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $432K | Sell |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $237K | Buy |
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