IMA Advisory Services’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 | $1.18M | Hold |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $572K | Hold |
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|
2024
Q3 | $588K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $710K | Sell |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $672K | Sell |
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|
2021
Q2 | $699K | Hold |
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|
2021
Q1 | $668K | Buy |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.86M | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $2.66M | Sell |
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|
2019
Q2 | $2.73M | Sell |
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|
2019
Q1 | $2.89M | Sell |
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|
2018
Q4 | $2.81M | Sell |
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|
2018
Q3 | $3.67M | Sell |
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|
2018
Q2 | $3.74M | Sell |
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|
2018
Q1 | $5.08M | Sell |
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|
2017
Q4 | $6.21M | Sell |
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|
2017
Q3 | $6.83M | Buy |
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|
2017
Q2 | $5.66M | Sell |
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|
2017
Q1 | $5.73M | Sell |
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|
2016
Q4 | $6.22M | Sell |
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|
2016
Q3 | $6.23M | Buy |
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|
2016
Q2 | $6.03M | Buy |
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|
2016
Q1 | $5.7M | Buy |
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|
2015
Q4 | $3.4M | Buy |
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|
2015
Q3 | $2.78M | Sell |
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|
2015
Q2 | $3.27M | Sell |
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|
2015
Q1 | $3.32M | Buy |
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|
2014
Q4 | $2.51M | Buy |
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|
2014
Q3 | $2.42M | Sell |
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|
2014
Q2 | $2.53M | Sell |
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|
2014
Q1 | $2.51M | Sell |
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|
2013
Q4 | $2.71M | Sell |
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|
2013
Q3 | $2.49M | Sell |
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|
2013
Q2 | $2.42M | Buy |
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