Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $593K | Sell |
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|
2020
Q2 | $619K | Buy |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $702K | Buy |
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|
2019
Q3 | $508K | Sell |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $665K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $35K | Hold |
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|
2017
Q2 | $34K | Hold |
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|
2017
Q1 | $33K | Hold |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $30K | Hold |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $28K | Hold |
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|
2015
Q3 | $26K | Hold |
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|
2015
Q2 | $28K | Hold |
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|
2015
Q1 | $28K | Hold |
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|
2014
Q4 | $30K | Buy |
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