IFP 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 | $1.81M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $9.05M | Buy |
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|
2022
Q3 | $5.31M | Buy |
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|
2022
Q2 | $4.44M | Hold |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $3.26M | Buy |
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|
2020
Q2 | $2.63M | Sell |
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|
2020
Q1 | $2.77M | Sell |
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|
2019
Q4 | $4.32M | Buy |
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|
2019
Q3 | $3.55M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.31M | Buy |
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|
2018
Q3 | $2.37M | Buy |
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|
2018
Q2 | $493K | Buy |
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|
2018
Q1 | $433K | Hold |
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|
2017
Q4 | $433K | Sell |
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|
2017
Q3 | $422K | Buy |
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|
2017
Q2 | $328K | Buy |
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|
2017
Q1 | $261K | Buy |
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|
2016
Q4 | $103K | Sell |
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|
2016
Q3 | $136K | Buy |
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|
2016
Q2 | $100K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $57K | Buy |
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