Mirador Capital Partners’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 | $348K | Sell |
12,573
-414
| -3% | -$11.5K | 0.06% | 160 |
|
|
2025
Q1 | $345K | Sell |
12,987
-516
| -4% | -$13.7K | 0.06% | 156 |
|
|
2024
Q4 | $352K | Buy |
13,503
+387
| +3% | +$10.1K | 0.06% | 150 |
|
|
2024
Q3 | $351K | Sell |
13,116
-246
| -2% | -$6.59K | 0.06% | 155 |
|
|
2024
Q2 | $330K | Buy |
13,362
+531
| +4% | +$13.1K | 0.06% | 148 |
|
|
2024
Q1 | $325K | Buy |
12,831
+1,797
| +16% | +$45.5K | 0.06% | 152 |
|
|
2023
Q4 | $258K | Buy |
+11,034
| New | +$258K | 0.05% | 162 |
|
|
2020
Q1 | – | Sell |
-10,731
| Closed | -$215K | – | 165 |
|
|
2019
Q4 | $215K | Sell |
10,731
-8,667
| -45% | -$174K | 0.09% | 164 |
|
|
2019
Q3 | $367K | Sell |
19,398
-345
| -2% | -$6.53K | 0.16% | 123 |
|
|
2019
Q2 | $369K | Buy |
19,743
+5,595
| +40% | +$105K | 0.18% | 99 |
|
|
2019
Q1 | $258K | Buy |
14,148
+264
| +2% | +$4.81K | 0.14% | 120 |
|
|
2018
Q4 | $228K | Sell |
13,884
-261
| -2% | -$4.29K | 0.14% | 122 |
|
|
2018
Q3 | $264K | Buy |
14,145
+168
| +1% | +$3.14K | 0.13% | 130 |
|
|
2018
Q2 | $247K | Buy |
13,977
+1,086
| +8% | +$19.2K | 0.13% | 122 |
|
|
2018
Q1 | $227K | Sell |
12,891
-10,263
| -44% | -$181K | 0.16% | 108 |
|
|
2017
Q4 | $422K | Buy |
23,154
+909
| +4% | +$16.6K | 0.23% | 85 |
|
|
2017
Q3 | $386K | Buy |
22,245
+39
| +0.2% | +$677 | 0.23% | 89 |
|
|
2017
Q2 | $378K | Sell |
22,206
-192
| -0.9% | -$3.27K | 0.23% | 89 |
|
|
2017
Q1 | $371K | Buy |
22,398
+2,121
| +10% | +$35.1K | 0.27% | 85 |
|
|
2016
Q4 | $325K | Buy |
20,277
+1,860
| +10% | +$29.8K | 0.26% | 90 |
|
|
2016
Q3 | $280K | Buy |
18,417
+363
| +2% | +$5.52K | 0.25% | 85 |
|
|
2016
Q2 | $275K | Buy |
18,054
+1,104
| +7% | +$16.8K | 0.28% | 82 |
|
|
2016
Q1 | $244K | Buy |
+16,950
| New | +$244K | 0.27% | 81 |
|