ProVise Management Group’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 | $6.25M | Sell |
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|
2025
Q1 | $6.1M | Sell |
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|
2024
Q4 | $6.22M | Sell |
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|
2024
Q3 | $6.52M | Sell |
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|
2024
Q2 | $6.19M | Sell |
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|
2024
Q1 | $9.45M | Sell |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $13.1M | Sell |
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|
2023
Q2 | $17.1M | Sell |
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|
2023
Q1 | $17M | Sell |
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|
2022
Q4 | $18.2M | Sell |
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|
2022
Q3 | $17.5M | Sell |
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|
2022
Q2 | $26.2M | Sell |
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|
2022
Q1 | $30.1M | Buy |
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|
2021
Q4 | $30.7M | Buy |
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|
2021
Q3 | $27.5M | Buy |
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|
2021
Q2 | $27.6M | Buy |
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|
2021
Q1 | $25.2M | Buy |
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|
2020
Q4 | $21.3M | Buy |
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|
2020
Q3 | $17.4M | Buy |
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|
2020
Q2 | $15.7M | Buy |
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|
2020
Q1 | $8.83M | Buy |
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|
2019
Q4 | $8.34M | Buy |
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|
2019
Q3 | $7.2M | Buy |
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|
2019
Q2 | $6.83M | Buy |
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|
2019
Q1 | $6.18M | Buy |
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|
2018
Q4 | $4.76M | Buy |
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|
2018
Q3 | $5.27M | Buy |
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|
2018
Q2 | $4.53K | Sell |
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|
2018
Q1 | $5.06M | Buy |
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|
2017
Q4 | $5.21M | Buy |
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|
2017
Q3 | $3.24M | Buy |
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|
2017
Q2 | $3.04M | Sell |
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|
2017
Q1 | $4.08M | Sell |
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|
2016
Q4 | $4.08M | Buy |
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|
2016
Q3 | $2.33M | Buy |
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|
2016
Q2 | $2.14M | Buy |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.33M | Sell |
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|
2015
Q1 | $3.21M | Buy |
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|
2014
Q4 | $2.42M | Buy |
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|
2014
Q3 | $1.2M | Sell |
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|
2014
Q2 | $1.58M | Buy |
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|
2014
Q1 | $786K | Buy |
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|
2013
Q4 | $584K | Sell |
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|
2013
Q3 | $2.13M | Buy |
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|
2013
Q2 | $831K | Buy |
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