IAN
Integrated Advisors Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
387,017
-94,325
| -20% | -$2.61M | 0.48% | 43 |
|
|
2025
Q1 | $12.8M | Buy |
481,342
+4,337
| +0.9% | +$115K | 0.65% | 25 |
|
|
2024
Q4 | $12.4M | Buy |
477,005
+316,274
| +197% | +$8.25M | 0.59% | 29 |
|
|
2024
Q3 | $12.9M | Buy |
160,731
+837
| +0.5% | +$67.3K | 0.61% | 31 |
|
|
2024
Q2 | $11.8M | Sell |
159,894
-2,718
| -2% | -$201K | 0.61% | 28 |
|
|
2024
Q1 | $12.4M | Sell |
162,612
-13,911
| -8% | -$1.06M | 0.63% | 24 |
|
|
2023
Q4 | $12.4M | Buy |
176,523
+4,114
| +2% | +$288K | 0.7% | 21 |
|
|
2023
Q3 | $11.1M | Sell |
172,409
-4,441
| -3% | -$286K | 0.68% | 25 |
|
|
2023
Q2 | $11.9M | Sell |
176,850
-2,808
| -2% | -$188K | 0.68% | 25 |
|
|
2023
Q1 | $11.8M | Buy |
179,658
+276
| +0.2% | +$18.1K | 0.71% | 23 |
|
|
2022
Q4 | $11.8M | Sell |
179,382
-8,265
| -4% | -$546K | 0.76% | 21 |
|
|
2022
Q3 | $11M | Sell |
187,647
-315
| -0.2% | -$18.4K | 0.75% | 24 |
|
|
2022
Q2 | $11.7M | Buy |
187,962
+2,643
| +1% | +$165K | 0.76% | 26 |
|
|
2022
Q1 | $13.2M | Buy |
185,319
+319
| +0.2% | +$22.8K | 0.78% | 25 |
|
|
2021
Q4 | $13.5M | Buy |
185,000
+5,019
| +3% | +$367K | 0.8% | 25 |
|
|
2021
Q3 | $12.1M | Buy |
179,981
+6,956
| +4% | +$469K | 0.81% | 24 |
|
|
2021
Q2 | $11.8M | Buy |
173,025
+48,074
| +38% | +$3.29M | 0.87% | 22 |
|
|
2021
Q1 | $8.16M | Buy |
124,951
+97,980
| +363% | +$6.4M | 0.75% | 25 |
|
|
2020
Q4 | $1.61M | Buy |
26,971
+14,915
| +124% | +$888K | 0.18% | 142 |
|
|
2020
Q3 | $629K | Buy |
12,056
+741
| +7% | +$38.7K | 0.08% | 222 |
|
|
2020
Q2 | $567K | Buy |
11,315
+6,117
| +118% | +$307K | 0.07% | 242 |
|
|
2020
Q1 | $230K | Buy |
5,198
+285
| +6% | +$12.6K | 0.05% | 322 |
|
|
2019
Q4 | $295K | Buy |
+4,913
| New | +$295K | 0.04% | 325 |
|