Kozak & 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 | $82.4K | Buy |
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|
2025
Q2 | $80.1K | Buy |
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|
2025
Q1 | $71.5K | Buy |
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|
2024
Q4 | $74.1K | Sell |
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|
2024
Q3 | $76.7K | Buy |
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|
2024
Q2 | $69K | Buy |
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|
2024
Q1 | $70.1K | Buy |
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|
2023
Q4 | $63.9K | Buy |
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|
2023
Q3 | $58.2K | Hold |
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|
2023
Q2 | $61.6K | Hold |
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|
2023
Q1 | $60.1K | Sell |
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|
2022
Q4 | $61K | Hold |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $67K | Buy |
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