Parkside Financial Bank & Trust’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 | $228K | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $94K | Sell |
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|
2022
Q4 | $134K | Buy |
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|
2022
Q3 | $101K | Sell |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $127K | Sell |
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|
2021
Q4 | $138K | Sell |
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|
2021
Q3 | $131K | Sell |
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|
2021
Q2 | $135K | Sell |
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|
2021
Q1 | $140K | Sell |
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|
2020
Q4 | $137K | Sell |
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|
2020
Q3 | $124K | Buy |
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|
2020
Q2 | $117K | Sell |
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|
2020
Q1 | $112K | Buy |
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|
2019
Q4 | $128K | Sell |
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|
2019
Q3 | $129K | Buy |
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|
2019
Q2 | $122K | Sell |
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|
2019
Q1 | $134K | Sell |
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|
2018
Q4 | $123K | Buy |
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|
2018
Q3 | $130K | Sell |
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|
2018
Q2 | $129K | Hold |
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|
2018
Q1 | $128K | Sell |
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|
2017
Q4 | $145K | Hold |
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|
2017
Q3 | $138K | Sell |
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|
2017
Q2 | $135K | Sell |
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|
2017
Q1 | $160K | Buy |
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|
2016
Q4 | $127K | Sell |
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|
2016
Q3 | $129K | Buy |
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|
2016
Q2 | $89K | Buy |
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|
2016
Q1 | $85K | Buy |
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|
2015
Q4 | $83K | Buy |
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|
2015
Q3 | $58K | Buy |
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