Independent Advisor Alliance’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 | $353K | Hold |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.28M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $233K | Buy |
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