Plante Moran 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
Q1 | – | Sell |
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|
2024
Q4 | $139K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $52K | Sell |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $50K | Sell |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $52K | Buy |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $41K | Hold |
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|
2017
Q3 | $39K | Hold |
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|
2017
Q2 | $38K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $21K | Buy |
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