Lederer & Associates Investment Counsel’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 | $1.94M | Buy |
|
|||||
|
2025
Q2 | $1.72M | Sell |
|
|||||
|
2025
Q1 | $1.66M | Buy |
|
|||||
|
2024
Q4 | $1.63M | Buy |
|
|||||
|
2024
Q3 | $1.67M | Buy |
|
|||||
|
2024
Q2 | $1.48M | Sell |
|
|||||
|
2024
Q1 | $1.53M | Sell |
|
|||||
|
2023
Q4 | $1.41M | Buy |
|
|||||
|
2023
Q3 | $1.27M | Buy |
|
|||||
|
2023
Q2 | $1.25M | Sell |
|
|||||
|
2023
Q1 | $1.28M | Sell |
|
|||||
|
2022
Q4 | $1.32M | Sell |
|
|||||
|
2022
Q3 | $1.2M | Hold |
|
|||||
|
2022
Q2 | $1.28M | Sell |
|
|||||
|
2022
Q1 | $1.51M | Buy |
|
|||||
|
2021
Q4 | $1.34M | Buy |
|
|||||
|
2021
Q3 | $1.07M | Buy |
|
|||||
|
2021
Q2 | $1M | Sell |
|
|||||
|
2021
Q1 | $960K | Sell |
|
|||||
|
2020
Q4 | $964K | Sell |
|
|||||
|
2020
Q3 | $859K | Buy |
|