Petra Financial 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 | $5.69M | Buy |
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|
2025
Q1 | $5.46M | Buy |
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|
2024
Q4 | $5.16M | Buy |
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|
2024
Q3 | $5.23M | Buy |
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|
2024
Q2 | $4.68M | Buy |
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|
2024
Q1 | $4.62M | Sell |
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|
2023
Q4 | $4.37M | Buy |
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|
2023
Q3 | $3.9M | Buy |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $3.84M | Buy |
|