Leavell Investment Management’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 | $3.51M | Sell |
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|
2025
Q2 | $3.59M | Sell |
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|
2025
Q1 | $3.48M | Sell |
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|
2024
Q4 | $3.49M | Sell |
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|
2024
Q3 | $3.64M | Buy |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $3.62M | Sell |
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|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $5.38M | Sell |
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|
2023
Q1 | $6.32M | Sell |
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|
2022
Q4 | $6.91M | Sell |
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|
2022
Q3 | $6.21M | Sell |
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|
2022
Q2 | $6.76M | Buy |
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|
2022
Q1 | $7.6M | Buy |
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|
2021
Q4 | $7.45M | Buy |
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|
2021
Q3 | $6.58M | Buy |
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|
2021
Q2 | $5.82M | Hold |
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|
2021
Q1 | $5.82M | Buy |
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|
2020
Q4 | $4.85M | Buy |
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|
2020
Q3 | $3.25M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $486K | Buy |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $391K | Buy |
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|
2018
Q4 | $272K | Buy |
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