Joseph P. Lucia & Associates’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 | $464K | Hold |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $921K | Sell |
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|
2023
Q1 | $950K | Buy |
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|
2022
Q4 | $952K | Sell |
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|
2022
Q3 | $888K | Hold |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $734K | Sell |
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|
2021
Q3 | $690K | Sell |
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|
2021
Q2 | $700K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $511K | Buy |
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|
2020
Q3 | $359K | Sell |
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|
2020
Q2 | $485K | Sell |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $422K | Sell |
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|
2019
Q3 | $442K | Sell |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $445 | Buy |
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