Newman Dignan & Sheerar Inc’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
Q3 | $4.59M | Sell |
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|
2025
Q2 | $4.41M | Sell |
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|
2025
Q1 | $4.37M | Sell |
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|
2024
Q4 | $4.67M | Sell |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $4.72M | Sell |
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|
2024
Q1 | $5.28M | Sell |
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|
2023
Q4 | $5.03M | Sell |
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|
2023
Q3 | $4.91M | Sell |
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|
2023
Q2 | $5.39M | Sell |
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|
2023
Q1 | $7.22M | Sell |
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|
2022
Q4 | $7.46M | Sell |
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|
2022
Q3 | $6.7K | Sell |
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|
2022
Q2 | $7.46M | Sell |
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|
2022
Q1 | $8.69K | Sell |
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|
2021
Q4 | $9.1M | Sell |
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|
2021
Q3 | $8.63M | Buy |
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|
2021
Q2 | $8.61M | Buy |
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|
2021
Q1 | $7.97M | Buy |
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|
2020
Q4 | $7.19K | Sell |
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|
2020
Q3 | $6.37M | Sell |
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|
2020
Q2 | $6.36M | Sell |
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|
2020
Q1 | $6.04M | Sell |
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|
2019
Q4 | $8.74K | Buy |
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|
2019
Q3 | $8.19M | Sell |
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|
2019
Q2 | $8.11K | Buy |
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|
2019
Q1 | $7.89M | Sell |
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|
2018
Q4 | $7.29K | Buy |
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|
2018
Q3 | $7.96M | Buy |
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|
2018
Q2 | $7.45K | Sell |
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|
2018
Q1 | $7.54M | Sell |
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|
2017
Q4 | $7.87M | Sell |
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|
2017
Q3 | $7.58M | Sell |
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|
2017
Q2 | $7.35M | Sell |
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|
2017
Q1 | $7.35K | Buy |
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|
2016
Q4 | $6.55M | Sell |
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|
2016
Q3 | $6.21M | Sell |
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|
2016
Q2 | $6.14M | Buy |
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|
2016
Q1 | $5.87M | Buy |
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|
2015
Q4 | $5.63M | Buy |
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|
2015
Q3 | $5.19M | Buy |
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|
2015
Q2 | $5.57M | Sell |
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|
2015
Q1 | $5.72M | Sell |
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|
2014
Q4 | $5.99K | Buy |
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|
2014
Q3 | $5.71M | Buy |
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|
2014
Q2 | $5.71K | Sell |
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|
2014
Q1 | $6.37M | Sell |
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|
2013
Q4 | $6.34K | Buy |
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|
2013
Q3 | $5.73M | Buy |
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|
2013
Q2 | $5.47K | Buy |
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