First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $224K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $314K | Hold |
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|
2019
Q1 | $306K | Sell |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $11.4M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $1.01M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $751K | Buy |
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