IVC Wealth 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
Q3 | $3.13M | Sell |
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|
2025
Q2 | $3.97M | Sell |
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|
2025
Q1 | $6.88M | Sell |
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|
2024
Q4 | $7.4M | Sell |
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|
2024
Q3 | $7.61M | Sell |
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|
2024
Q2 | $7.29M | Sell |
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|
2024
Q1 | $7.93M | Sell |
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|
2023
Q4 | $7.77M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $11.9M | Sell |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $14.7M | Buy |
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|
2021
Q3 | $12.8M | Buy |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $5.94M | Buy |
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