GW Henssler & Associates’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 | $1.43M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $2.33M | Sell |
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|
2019
Q3 | $2.26M | Buy |
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|
2019
Q2 | $2.09M | Buy |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.67M | Buy |
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|
2018
Q3 | $1.66M | Buy |
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|
2018
Q2 | $1.48M | Buy |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $990K | Sell |
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|
2016
Q4 | $963K | Buy |
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|
2016
Q3 | $822K | Buy |
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|
2016
Q2 | $778K | Buy |
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|
2016
Q1 | $653K | Buy |
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|
2015
Q4 | $603K | Sell |
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|
2015
Q3 | $814K | Buy |
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|
2015
Q2 | $764K | Buy |
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|
2015
Q1 | $450K | Buy |
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|
2014
Q4 | $258K | Buy |
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