JFS 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
Q2 | $276K | Buy |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $199K | Hold |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $191K | Hold |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | $200K | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $204K | Buy |
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|
2019
Q1 | $110K | Hold |
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|
2018
Q4 | $99K | Buy |
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|
2018
Q3 | $87K | Buy |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $21K | Buy |
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