HighTower 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
Q2 | $72.7M | Buy |
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|
2025
Q1 | $59.2M | Buy |
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|
2024
Q4 | $57.8M | Buy |
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|
2024
Q3 | $59.2M | Sell |
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|
2024
Q2 | $55.8M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $61.5M | Buy |
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|
2023
Q3 | $56.5M | Buy |
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|
2023
Q2 | $56.7M | Sell |
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|
2023
Q1 | $56.1M | Buy |
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|
2022
Q4 | $47.2M | Sell |
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|
2022
Q3 | $42.2M | Buy |
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|
2022
Q2 | $30.3M | Sell |
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|
2022
Q1 | $34.7M | Buy |
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|
2021
Q4 | $33.6M | Buy |
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|
2021
Q3 | $29.3M | Buy |
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|
2021
Q2 | $29.6M | Buy |
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|
2021
Q1 | $26.8M | Buy |
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|
2020
Q4 | $23.3M | Buy |
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|
2020
Q3 | $5.36M | Sell |
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|
2020
Q2 | $5.51M | Sell |
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|
2020
Q1 | $5.2M | Sell |
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|
2019
Q4 | $9.22M | Buy |
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|
2019
Q3 | $8.48M | Buy |
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|
2019
Q2 | $7.77M | Buy |
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|
2019
Q1 | $7.17M | Buy |
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|
2018
Q4 | $6.05M | Buy |
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|
2018
Q3 | $1.64M | Sell |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $803K | Buy |
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|
2017
Q2 | $440K | Sell |
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|
2017
Q1 | $515K | Buy |
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|
2016
Q4 | $472K | Buy |
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|
2016
Q3 | $431K | Buy |
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|
2016
Q2 | $372K | Buy |
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|
2016
Q1 | $349K | Buy |
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|
2015
Q4 | $311K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $633K | Buy |
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