Koshinski Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
48,794
+22
| +0% | +$609 | 0.1% | 197 |
|
|
2025
Q1 | $1.3M | Sell |
48,772
-73
| -0.1% | -$1.94K | 0.11% | 194 |
|
|
2024
Q4 | $1.27B | Buy |
48,845
+17,792
| +57% | +$464M | 0.11% | 189 |
|
|
2024
Q3 | $2.5M | Buy |
31,053
+2,166
| +7% | +$174K | 0.22% | 97 |
|
|
2024
Q2 | $2.14M | Sell |
28,887
-4,949
| -15% | -$366K | 0.2% | 110 |
|
|
2024
Q1 | $2.57M | Sell |
33,836
-17,812
| -34% | -$1.35M | 0.26% | 81 |
|
|
2023
Q4 | $3.62M | Buy |
51,648
+23,855
| +86% | +$1.67M | 0.55% | 36 |
|
|
2023
Q3 | $1.79M | Sell |
27,793
-1,055
| -4% | -$68K | 0.21% | 107 |
|
|
2023
Q2 | $1.94M | Sell |
28,848
-16,787
| -37% | -$1.13M | 0.21% | 110 |
|
|
2023
Q1 | $2.99M | Sell |
45,635
-2,436
| -5% | -$160K | 0.29% | 83 |
|
|
2022
Q4 | $3.17M | Buy |
48,071
+1,260
| +3% | +$83.2K | 0.31% | 77 |
|
|
2022
Q3 | $2.74M | Buy |
46,811
+749
| +2% | +$43.8K | 0.33% | 84 |
|
|
2022
Q2 | $2.88M | Sell |
46,062
-1,851
| -4% | -$116K | 0.29% | 90 |
|
|
2022
Q1 | $3.42M | Buy |
47,913
+10,653
| +29% | +$761K | 0.28% | 80 |
|
|
2021
Q4 | $2.73M | Buy |
37,260
+5,484
| +17% | +$402K | 0.22% | 99 |
|
|
2021
Q3 | $2.14M | Buy |
31,776
+13,187
| +71% | +$890K | 0.19% | 120 |
|
|
2021
Q2 | $1.27M | Sell |
18,589
-12,356
| -40% | -$845K | 0.16% | 151 |
|
|
2021
Q1 | $2.02M | Sell |
30,945
-30,495
| -50% | -$1.99M | 0.21% | 111 |
|
|
2020
Q4 | $3.66M | Buy |
61,440
+30,834
| +101% | +$1.84M | 0.46% | 42 |
|
|
2020
Q3 | $1.67K | Sell |
30,606
-617
| -2% | -$34 | 0.22% | 107 |
|
|
2020
Q2 | $1.57M | Sell |
31,223
-587
| -2% | -$29.4K | 0.25% | 102 |
|
|
2020
Q1 | $1.41M | Sell |
31,810
-4,251
| -12% | -$188K | 0.3% | 89 |
|
|
2019
Q4 | $2.16M | Sell |
36,061
-2,613
| -7% | -$157K | 0.37% | 68 |
|
|
2019
Q3 | $2.19M | Sell |
38,674
-22,343
| -37% | -$1.27M | 1.52% | 14 |
|
|
2019
Q2 | $3.43M | Sell |
61,017
-3,664
| -6% | -$206K | 1.39% | 12 |
|
|
2019
Q1 | $3.54K | Sell |
64,681
-573
| -0.9% | -$31 | 0.95% | 16 |
|
|
2018
Q4 | $3.22M | Buy |
65,254
+112
| +0.2% | +$5.52K | 0.79% | 24 |
|
|
2018
Q3 | $3.65M | Buy |
65,142
+24,449
| +60% | +$1.37M | 0.52% | 45 |
|
|
2018
Q2 | $2.16M | Buy |
40,693
+1,770
| +5% | +$94K | 0.66% | 28 |
|
|
2018
Q1 | $2.06M | Buy |
38,923
+3,505
| +10% | +$185K | 0.64% | 34 |
|
|
2017
Q4 | $1.94M | Buy |
35,418
+7,521
| +27% | +$411K | 0.48% | 52 |
|
|
2017
Q3 | $1.45M | Buy |
27,897
+198
| +0.7% | +$10.3K | 0.47% | 56 |
|
|
2017
Q2 | $1.39M | Buy |
27,699
+326
| +1% | +$16.4K | 0.51% | 54 |
|
|
2017
Q1 | $1.36M | Sell |
27,373
-1,539
| -5% | -$76.5K | 0.53% | 52 |
|
|
2016
Q4 | $1.39M | Sell |
28,912
-303
| -1% | -$14.6K | 0.69% | 34 |
|
|
2016
Q3 | $1.33M | Buy |
29,215
+1,170
| +4% | +$53.3K | 0.66% | 40 |
|
|
2016
Q2 | $1.26M | Buy |
28,045
+124
| +0.4% | +$5.55K | 0.69% | 34 |
|
|
2016
Q1 | $1.21M | Sell |
27,921
-23,507
| -46% | -$1.02M | 0.78% | 31 |
|
|
2015
Q4 | $2.18M | Sell |
51,428
-1,379
| -3% | -$58.5K | 1.53% | 10 |
|
|
2015
Q3 | $2.27M | Buy |
52,807
+1,802
| +4% | +$77.5K | 1.45% | 11 |
|
|
2015
Q2 | $2.2M | Sell |
51,005
-459
| -0.9% | -$19.8K | 1.39% | 12 |
|
|
2015
Q1 | $2.23M | Sell |
51,464
-41,376
| -45% | -$1.79M | 1.44% | 12 |
|
|
2014
Q4 | $4.09M | Buy |
+92,840
| New | +$4.09M | 2.32% | 5 |
|