Paces Ferry Wealth 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 | $6.01M | Buy |
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|
2025
Q1 | $5.76M | Sell |
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|
2024
Q4 | $5.71M | Buy |
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|
2024
Q3 | $5.86M | Sell |
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|
2024
Q2 | $5.42M | Sell |
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|
2024
Q1 | $5.68M | Sell |
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|
2023
Q4 | $6.03M | Sell |
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|
2023
Q3 | $5.59M | Buy |
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|
2023
Q2 | $5.8M | Sell |
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|
2023
Q1 | $5.86M | Sell |
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|
2022
Q4 | $8.84M | Buy |
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|
2022
Q3 | $7.27M | Buy |
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|
2022
Q2 | $7.72M | Buy |
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|
2022
Q1 | $8.74M | Buy |
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|
2021
Q4 | $8.44M | Buy |
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|
2021
Q3 | $7.01M | Buy |
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|
2021
Q2 | $6.87M | Buy |
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|
2021
Q1 | $6.41M | Buy |
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|
2020
Q4 | $5M | Buy |
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|
2020
Q3 | $4.07M | Buy |
|