Petra Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
205,750
+248
| +0.1% | +$6.86K | 3.61% | 6 |
|
|
2025
Q1 | $5.46M | Buy |
205,502
+7,449
| +4% | +$198K | 4.48% | 5 |
|
|
2024
Q4 | $5.16M | Buy |
198,053
+2,837
| +1% | +$74K | 3.51% | 5 |
|
|
2024
Q3 | $5.23M | Buy |
195,216
+5,637
| +3% | +$151K | 3.45% | 7 |
|
|
2024
Q2 | $4.68M | Buy |
189,579
+5,862
| +3% | +$145K | 3.37% | 7 |
|
|
2024
Q1 | $4.62M | Sell |
183,717
-3,333
| -2% | -$83.8K | 3.39% | 6 |
|
|
2023
Q4 | $4.37M | Buy |
187,050
+5,442
| +3% | +$127K | 3.65% | 6 |
|
|
2023
Q3 | $3.9M | Buy |
181,608
+17,589
| +11% | +$378K | 3.25% | 6 |
|
|
2023
Q2 | $3.67M | Buy |
164,019
+146,928
| +860% | +$3.29M | 3.27% | 7 |
|
|
2023
Q1 | $374K | Sell |
17,091
-157,473
| -90% | -$3.44M | 0.37% | 53 |
|
|
2022
Q4 | $3.84M | Buy |
+174,564
| New | +$3.84M | 4.23% | 4 |
|