Jentner Corp’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 | $1.33M | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.91M | Sell |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $772K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $988K | Buy |
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|
2019
Q1 | $901K | Buy |
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|
2018
Q4 | $780K | Buy |
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|
2018
Q3 | $783K | Sell |
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|
2018
Q2 | $753K | Buy |
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|
2018
Q1 | $740K | Buy |
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|
2017
Q4 | $693K | Buy |
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|
2017
Q3 | $607K | Sell |
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|
2017
Q2 | $597K | Buy |
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|
2017
Q1 | $561K | Buy |
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|
2016
Q4 | $522K | Buy |
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