Mutual Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mutual Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.1M	Buy	601,228 +6,904	+1%	+$196K	0.43%	32
2025 Q1	$15.2M	Buy	594,324 +4,801	+0.8%	+$123K	0.43%	34
2024 Q4	$15.7M	Buy	589,523 +13,629	+2%	+$364K	0.46%	27
2024 Q3	$15.5M	Buy	575,894 +383,559	+199%	+$10.3M	0.45%	29
2024 Q2	$14.8M	Buy	192,335 +79	+0%	+$6.07K	0.45%	28
2024 Q1	$14.6M	Sell	192,256 -216	-0.1%	-$16.4K	0.47%	29
2023 Q4	$13.5M	Buy	192,472 +20,852	+12%	+$1.46M	0.47%	31
2023 Q3	$11.1M	Sell	171,620 -2,713	-2%	-$175K	0.43%	34
2023 Q2	$11.7M	Sell	174,333 -5,200	-3%	-$349K	0.44%	33
2023 Q1	$11.8M	Sell	179,533 -3,875	-2%	-$254K	0.48%	25
2022 Q4	$12.1M	Sell	183,408 -2,701	-1%	-$178K	0.54%	25
2022 Q3	$10.9M	Buy	186,109 +3,667	+2%	+$215K	0.56%	21
2022 Q2	$11.4M	Sell	182,442 -4,460	-2%	-$278K	0.75%	14
2022 Q1	$13.3M	Sell	186,902 -6,780	-4%	-$484K	0.75%	17
2021 Q4	$14.2M	Sell	193,682 -949	-0.5%	-$69.5K	0.75%	15
2021 Q3	$13.1M	Buy	194,631 +4,543	+2%	+$307K	0.78%	13
2021 Q2	$13M	Buy	190,088 +55,973	+42%	+$3.83M	0.77%	13
2021 Q1	$8.76M	Buy	134,115 +3,152	+2%	+$206K	0.6%	24
2020 Q4	$7.8M	Buy	130,963 +10,537	+9%	+$627K	0.58%	26
2020 Q3	$6.29M	Buy	120,426 +7,849	+7%	+$410K	0.55%	31
2020 Q2	$5.64M	Buy	112,577 +12,422	+12%	+$622K	0.55%	28
2020 Q1	$4.43M	Buy	100,155 +12,426	+14%	+$550K	0.6%	33
2019 Q4	$5.27M	Buy	87,729 +18,613	+27%	+$1.12M	0.56%	34
2019 Q3	$3.92M	Buy	69,116 +3,291	+5%	+$187K	0.52%	41
2019 Q2	$3.7M	Buy	65,825 +5,360	+9%	+$301K	0.48%	38
2019 Q1	$3.31M	Buy	60,465 +774	+1%	+$42.4K	0.49%	37
2018 Q4	$2.94M	Buy	59,691 +27,189	+84%	+$1.34M	0.58%	28
2018 Q3	$1.82M	Sell	32,502 -924	-3%	-$51.8K	0.28%	83
2018 Q2	$1.78M	Buy	33,426 +3,019	+10%	+$160K	0.4%	58
2018 Q1	$1.61M	Buy	30,407 +5,930	+24%	+$313K	0.41%	54
2017 Q4	$1.34M	Buy	+24,477	New	+$1.34M	0.51%	59