Lido Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
92,012
-1,619
| -2% | -$44.8K | 0.01% | 483 |
|
|
2025
Q1 | $2.49M | Sell |
93,631
-2,775
| -3% | -$73.8K | 0.01% | 464 |
|
|
2024
Q4 | $2.51M | Buy |
96,406
+24,880
| +35% | +$649K | 0.01% | 440 |
|
|
2024
Q3 | $1.92M | Sell |
71,526
-10,143
| -12% | -$272K | 0.01% | 438 |
|
|
2024
Q2 | $2.03M | Sell |
81,669
-3,249
| -4% | -$80.7K | 0.01% | 415 |
|
|
2024
Q1 | $2.15M | Sell |
84,918
-22,026
| -21% | -$558K | 0.01% | 389 |
|
|
2023
Q4 | $2.5M | Sell |
106,944
-651,804
| -86% | -$15.2M | 0.02% | 350 |
|
|
2023
Q3 | $16.3M | Sell |
758,748
-99,687
| -12% | -$2.14M | 0.12% | 91 |
|
|
2023
Q2 | $19.2M | Sell |
858,435
-194,886
| -19% | -$4.36M | 0.14% | 77 |
|
|
2023
Q1 | $23M | Buy |
1,053,321
+1,035,654
| +5,862% | +$22.6M | 0.22% | 53 |
|
|
2022
Q4 | $389K | Sell |
17,667
-21
| -0.1% | -$462 | ﹤0.01% | 629 |
|
|
2022
Q3 | $382K | Sell |
17,688
-1,350
| -7% | -$29.2K | ﹤0.01% | 564 |
|
|
2022
Q2 | $396K | Sell |
19,038
-408
| -2% | -$8.49K | 0.01% | 537 |
|
|
2022
Q1 | $462K | Buy |
19,446
+429
| +2% | +$10.2K | 0.01% | 553 |
|
|
2021
Q4 | $463K | Buy |
19,017
+7,224
| +61% | +$176K | 0.01% | 560 |
|
|
2021
Q3 | $269K | Sell |
11,793
-105
| -0.9% | -$2.4K | ﹤0.01% | 684 |
|
|
2021
Q2 | $271K | Buy |
11,898
+3
| +0% | +$68 | ﹤0.01% | 654 |
|
|
2021
Q1 | $259K | Buy |
11,895
+1,773
| +18% | +$38.6K | ﹤0.01% | 626 |
|
|
2020
Q4 | $200K | Buy |
+10,122
| New | +$200K | ﹤0.01% | 679 |
|