Gradient Capital 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
Q3 | $1.24M | Sell |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $787K | Buy |
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|
2020
Q3 | $572K | Buy |
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|
2020
Q2 | $543K | Sell |
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|
2020
Q1 | $612K | Sell |
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|
2019
Q4 | $895K | Sell |
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|
2019
Q3 | $848K | Buy |
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|
2019
Q2 | $803K | Sell |
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|
2019
Q1 | $833K | Sell |
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|
2018
Q4 | $783K | Buy |
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|
2018
Q3 | $527K | Buy |
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|
2018
Q2 | $497K | Buy |
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|
2018
Q1 | $455K | Buy |
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|
2017
Q4 | $305K | Buy |
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