Pinnacle Family 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
Q3 | $2.36M | Buy |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $3.86M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $835K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $286K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $814K | Buy |
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