NewEdge 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 | $2.72M | Buy |
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2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $926K | Buy |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $50.5K | Sell |
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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