Global Retirement Partners’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
Q3 | $2.49M | Buy |
|
|||||
|
2025
Q2 | $2.2M | Buy |
|
|||||
|
2024
Q4 | $2.49M | Sell |
|
|||||
|
2024
Q3 | $2.68M | Sell |
|
|||||
|
2024
Q2 | $2.67M | Sell |
|
|||||
|
2024
Q1 | $3.1M | Sell |
|
|||||
|
2023
Q4 | $3.02M | Buy |
|
|||||
|
2023
Q3 | $1.77M | Sell |
|
|||||
|
2023
Q2 | $1.99M | Sell |
|
|||||
|
2023
Q1 | $2M | Buy |
|
|||||
|
2022
Q4 | $1.95M | Sell |
|
|||||
|
2022
Q3 | $2.69M | Buy |
|
|||||
|
2022
Q2 | $2.55M | Buy |
|
|||||
|
2022
Q1 | $2.65M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $2.25M | Buy |
|
|||||
|
2021
Q2 | $2.08M | Buy |
|
|||||
|
2021
Q1 | $762K | Buy |
|
|||||
|
2020
Q4 | $662K | Buy |
|
|||||
|
2020
Q3 | $542K | Buy |
|
|||||
|
2020
Q2 | $455K | Buy |
|
|||||
|
2020
Q1 | $357K | Buy |
|
|||||
|
2019
Q4 | $468K | Sell |
|
|||||
|
2019
Q3 | $443K | Sell |
|
|||||
|
2019
Q2 | $440K | Sell |
|
|||||
|
2019
Q1 | $462K | Buy |
|
|||||
|
2018
Q4 | $413K | Sell |
|
|||||
|
2018
Q3 | $503K | Buy |
|
|||||
|
2018
Q2 | $306K | Sell |
|
|||||
|
2018
Q1 | $318K | Buy |
|
|||||
|
2017
Q4 | $280K | Buy |
|
|||||
|
2017
Q3 | $150K | Buy |
|
|||||
|
2017
Q2 | $43K | Buy |
|
|||||
|
2017
Q1 | $18K | Hold |
|
|||||
|
2016
Q4 | $18K | Buy |
|