PA
PFG Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,155
| Closed | -$270K | – | 741 |
|
|
2025
Q1 | $270K | Sell |
10,155
-243
| -2% | -$6.46K | 0.02% | 616 |
|
|
2024
Q4 | $271K | Buy |
10,398
+7,087
| +214% | +$185K | 0.02% | 608 |
|
|
2024
Q3 | $266K | Sell |
3,311
-377
| -10% | -$30.3K | 0.02% | 621 |
|
|
2024
Q2 | $273K | Buy |
3,688
+520
| +16% | +$38.5K | 0.02% | 581 |
|
|
2024
Q1 | $241K | Buy |
+3,168
| New | +$241K | 0.02% | 578 |
|
|
2022
Q1 | – | Sell |
-3,355
| Closed | -$246K | – | 519 |
|
|
2021
Q4 | $246K | Buy |
3,355
+33
| +1% | +$2.42K | 0.02% | 467 |
|
|
2021
Q3 | $224K | Buy |
+3,322
| New | +$224K | 0.02% | 472 |
|