OneDigital Investment 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 | $32M | Sell |
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2025
Q1 | $33M | Sell |
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|
2024
Q4 | $39.6M | Sell |
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|
2024
Q3 | $44M | Sell |
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|
2024
Q2 | $41.1M | Sell |
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|
2024
Q1 | $46.5M | Sell |
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|
2023
Q4 | $44.5M | Sell |
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|
2023
Q3 | $42.6M | Sell |
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|
2023
Q2 | $47.5M | Sell |
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|
2023
Q1 | $52.3M | Sell |
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|
2022
Q4 | $57.6M | Sell |
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|
2022
Q3 | $64.9M | Sell |
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|
2022
Q2 | $74.2M | Sell |
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|
2022
Q1 | $87.5M | Buy |
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|
2021
Q4 | $87.1M | Buy |
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|
2021
Q3 | $78.1M | Buy |
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|
2021
Q2 | $74.9M | Buy |
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|
2021
Q1 | $62M | Buy |
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|
2020
Q4 | $53.5M | Buy |
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|
2020
Q3 | $39.9M | Buy |
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|
2020
Q2 | $32.3M | Buy |
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|
2020
Q1 | $24.9M | Sell |
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|
2019
Q4 | $37.6M | Buy |
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|
2019
Q3 | $33.8M | Sell |
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|
2019
Q2 | $54.5M | Buy |
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|
2019
Q1 | $27.8M | Buy |
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|
2018
Q4 | $21.3M | Sell |
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|
2018
Q3 | $26.2M | Buy |
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|
2018
Q2 | $23.7M | Buy |
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|
2018
Q1 | $21.7M | Buy |
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|
2017
Q4 | $18.4M | Buy |
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|
2017
Q3 | $16.8M | Buy |
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|
2017
Q2 | $15.3M | Buy |
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