PFA
Pinnacle Family 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 | $2.15M | Sell |
77,563
-67,760
| -47% | -$1.87M | 1.04% | 24 |
|
|
2025
Q1 | $3.86M | Buy |
145,323
+69,707
| +92% | +$1.85M | 2.1% | 12 |
|
|
2024
Q4 | $1.97M | Buy |
+75,616
| New | +$1.97M | 0.95% | 26 |
|
|
2023
Q3 | – | Sell |
-11,373
| Closed | -$763K | – | 101 |
|
|
2023
Q2 | $763K | Buy |
11,373
+245
| +2% | +$16.4K | 0.41% | 42 |
|
|
2023
Q1 | $730K | Sell |
11,128
-1,516
| -12% | -$99.4K | 0.44% | 47 |
|
|
2022
Q4 | $835K | Buy |
+12,644
| New | +$835K | 0.6% | 37 |
|
|
2019
Q3 | – | Sell |
-5,092
| Closed | -$286K | – | 81 |
|
|
2019
Q2 | $286K | Buy |
+5,092
| New | +$286K | 0.24% | 65 |
|
|
2017
Q1 | – | Sell |
-16,940
| Closed | -$814K | – | 73 |
|
|
2016
Q4 | $814K | Buy |
+16,940
| New | +$814K | 0.5% | 41 |
|