Laurel Wealth Advisors (North Carolina)’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 | $915K | Buy |
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|
2025
Q1 | $24.3K | Hold |
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|
2024
Q4 | $23.9K | Hold |
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|
2024
Q3 | $24.5K | Buy |
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|
2024
Q2 | $7.41K | Hold |
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|
2024
Q1 | $7.6K | Hold |
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|
2023
Q4 | $7.01K | Hold |
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|
2023
Q3 | $6.45K | Buy |
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|
2023
Q2 | $4.03K | Hold |
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|
2023
Q1 | $3.94K | Buy |
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|
2022
Q4 | $3.3K | Sell |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $18K | Sell |
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|
2021
Q2 | $46K | Sell |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | $47K | Buy |
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|
2020
Q3 | $37K | Sell |
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|
2020
Q2 | $61K | Sell |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $69K | Buy |
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|
2019
Q3 | $54K | Hold |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $27K | Buy |
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