Financial 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 | $73.4M | Sell |
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|
2025
Q1 | $71.8M | Sell |
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|
2024
Q4 | $71M | Sell |
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|
2024
Q3 | $73.5M | Buy |
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|
2024
Q2 | $66.6M | Buy |
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|
2024
Q1 | $68.1M | Buy |
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|
2023
Q4 | $62.2M | Buy |
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|
2023
Q3 | $56.9M | Buy |
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|
2023
Q2 | $58.9M | Buy |
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|
2023
Q1 | $56.8M | Buy |
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|
2022
Q4 | $56.4M | Buy |
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|
2022
Q3 | $10.9M | Buy |
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|
2022
Q2 | $8.52M | Buy |
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|
2022
Q1 | $8.71M | Buy |
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|
2021
Q4 | $7.87M | Buy |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $4.54M | Buy |
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|
2021
Q1 | $2.87M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $581K | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $482K | Buy |
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|
2019
Q4 | $650K | Buy |
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|
2019
Q3 | $597K | Buy |
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|
2019
Q2 | $588K | Hold |
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|
2019
Q1 | $573K | Buy |
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|
2018
Q4 | $509K | Buy |
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