Investors Research Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-111
| Closed | -$2.95K | – | 969 |
|
|
2025
Q1 | $2.95K | Hold |
111
| – | – | ﹤0.01% | 830 |
|
|
2024
Q4 | $2.89K | Buy |
+111
| New | +$2.89K | ﹤0.01% | 827 |
|
|
2023
Q4 | – | Sell |
-3,825
| Closed | -$82.2K | – | 1088 |
|
|
2023
Q3 | $82.2K | Hold |
3,825
| – | – | 0.02% | 438 |
|
|
2023
Q2 | $85.5K | Hold |
3,825
| – | – | 0.02% | 435 |
|
|
2023
Q1 | $83.6K | Hold |
3,825
| – | – | 0.02% | 448 |
|
|
2022
Q4 | $84.2K | Hold |
3,825
| – | – | 0.02% | 445 |
|
|
2022
Q3 | $75K | Hold |
3,825
| – | – | 0.02% | 439 |
|
|
2022
Q2 | $80K | Hold |
3,825
| – | – | 0.02% | 441 |
|
|
2022
Q1 | $91K | Hold |
3,825
| – | – | 0.03% | 435 |
|
|
2021
Q4 | $93K | Hold |
3,825
| – | – | 0.03% | 414 |
|
|
2021
Q3 | $86K | Hold |
3,825
| – | – | 0.03% | 426 |
|
|
2021
Q2 | $87K | Sell |
3,825
-90
| -2% | -$2.05K | 0.03% | 436 |
|
|
2021
Q1 | $85K | Hold |
3,915
| – | – | 0.03% | 414 |
|
|
2020
Q4 | $78K | Hold |
3,915
| – | – | 0.03% | 452 |
|
|
2020
Q3 | $68K | Hold |
3,915
| – | – | 0.03% | 449 |
|
|
2020
Q2 | $65K | Hold |
3,915
| – | – | 0.03% | 434 |
|
|
2020
Q1 | $58K | Hold |
3,915
| – | – | 0.04% | 422 |
|
|
2019
Q4 | $78K | Hold |
3,915
| – | – | 0.04% | 451 |
|
|
2019
Q3 | $74K | Hold |
3,915
| – | – | 0.04% | 450 |
|
|
2019
Q2 | $73K | Buy |
3,915
+12
| +0.3% | +$224 | 0.04% | 442 |
|
|
2019
Q1 | $71K | Buy |
+3,903
| New | +$71K | 0.04% | 455 |
|