Lido Advisors’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 | $2.55M | Sell |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $16.3M | Sell |
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|
2023
Q2 | $19.2M | Sell |
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|
2023
Q1 | $23M | Buy |
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|
2022
Q4 | $389K | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $200K | Buy |
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