Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $624K | Sell |
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|
2022
Q1 | $788K | Sell |
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|
2021
Q4 | $925K | Sell |
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|
2021
Q3 | $864K | Sell |
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|
2021
Q2 | $884K | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $2.73M | Sell |
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|
2019
Q4 | $7.87M | Sell |
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|
2019
Q3 | $7.57M | Sell |
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|
2019
Q2 | $77.5K | Buy |
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|
2019
Q1 | $1.23M | Buy |
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