EP 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
Q2 | $6.88M | Buy |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $3.88M | Sell |
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|
2024
Q3 | $4.18M | Buy |
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|
2024
Q2 | $3.13M | Buy |
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|
2024
Q1 | $3.07M | Buy |
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|
2023
Q4 | $2.82M | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.95M | Buy |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $3.5M | Sell |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $2.98M | Sell |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.32M | Buy |
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|
2021
Q2 | $3.35M | Sell |
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|
2021
Q1 | $3.22M | Sell |
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|
2020
Q4 | $3.29M | Sell |
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|
2020
Q3 | $4.68M | Sell |
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|
2020
Q2 | $6.8M | Sell |
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|
2020
Q1 | $6.05M | Buy |
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|
2019
Q4 | $6.73M | Buy |
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|
2019
Q3 | $2.07M | Buy |
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|
2019
Q2 | $1.92M | Buy |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $768K | Buy |
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|
2018
Q2 | $201K | Sell |
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|
2018
Q1 | $265K | Hold |
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|
2017
Q4 | $274K | Buy |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $247K | Sell |
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|
2016
Q4 | $278K | Buy |
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|
2016
Q3 | $226K | Hold |
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|
2016
Q2 | $222K | Sell |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $3.74M | Buy |
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|
2015
Q3 | $2.9M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.07M | Buy |
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