Prime Capital Investment 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
Q2 | $22.2M | Sell |
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|
2025
Q1 | $41.5M | Buy |
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|
2024
Q4 | $23.7M | Sell |
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|
2024
Q3 | $24.9M | Sell |
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|
2024
Q2 | $24.4M | Sell |
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|
2024
Q1 | $30.1M | Buy |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $19.7M | Buy |
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|
2023
Q2 | $16.9M | Buy |
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|
2023
Q1 | $14.3M | Sell |
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|
2022
Q4 | $14.9M | Buy |
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|
2022
Q3 | $12.6M | Sell |
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|
2022
Q2 | $15.2M | Buy |
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|
2022
Q1 | $12.7M | Hold |
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|
2021
Q4 | $12.7M | Buy |
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|
2021
Q3 | $9.34M | Sell |
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|
2021
Q2 | $9.69M | Buy |
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|
2021
Q1 | $7.74M | Sell |
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|
2020
Q4 | $7.08M | Buy |
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|
2020
Q3 | $5.66M | Sell |
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|
2020
Q2 | $5.58M | Sell |
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|
2020
Q1 | $5.56M | Sell |
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|
2019
Q4 | $10.5M | Sell |
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|
2019
Q3 | $16.9M | Buy |
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|
2019
Q2 | $13.1M | Buy |
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