Harbor Investment Advisory’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 | $6.55K | Hold |
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|
2025
Q2 | $6.23K | Hold |
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|
2025
Q1 | $5.98K | Hold |
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|
2024
Q4 | $5.87K | Hold |
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|
2024
Q3 | $6.03K | Hold |
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|
2024
Q2 | $5.56K | Hold |
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|
2024
Q1 | $5.7K | Hold |
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|
2023
Q4 | $5.26K | Sell |
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|
2023
Q3 | $12.4K | Sell |
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|
2023
Q2 | $17.2K | Hold |
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|
2023
Q1 | $16.9K | Hold |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $19K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Buy |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $5K | Buy |
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