Kovack 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 | $965K | Buy |
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|
2025
Q1 | $926K | Sell |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $951K | Buy |
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|
2024
Q2 | $832K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $605K | Buy |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $520K | Buy |
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|
2021
Q1 | $437K | Buy |
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