Kelman-Lazarov Inc’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 | $425K | Buy |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $549K | Sell |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $3.13M | Sell |
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|
2020
Q4 | $2.98M | Sell |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $4.33M | Sell |
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|
2019
Q4 | $17.5M | Sell |
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|
2019
Q3 | $26.4M | Buy |
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|
2019
Q2 | $24.7M | Buy |
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|
2019
Q1 | $21.1M | Buy |
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|
2018
Q4 | $14M | Buy |
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|
2018
Q3 | $10.8M | Buy |
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|
2018
Q2 | $7.85M | Buy |
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|
2018
Q1 | $3.17M | Buy |
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|
2017
Q4 | $2.4M | Buy |
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|
2017
Q3 | $2.19M | Buy |
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|
2017
Q2 | $1.94M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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|
2016
Q4 | $1.65M | Buy |
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|
2016
Q3 | $1.48M | Buy |
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|
2016
Q2 | $1.45M | Buy |
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|
2016
Q1 | $1.28M | Buy |
|