Millennium Capital 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
Q4 | $280K | Sell |
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|
2025
Q3 | $301K | Sell |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $411K | Buy |
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