L.J. Altfest & Co’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 | $1.42M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $942K | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $12.5M | Buy |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $5.85M | Sell |
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|
2019
Q4 | $9.63M | Sell |
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|
2019
Q3 | $9.35M | Sell |
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|
2019
Q2 | $12.6M | Sell |
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|
2019
Q1 | $14M | Buy |
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|
2018
Q4 | $5.41M | Buy |
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|
2018
Q3 | $434K | Buy |
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|
2018
Q2 | $409K | Buy |
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|
2018
Q1 | $405K | Buy |
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