Rainey & Randall Wealth 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 | $81.4M | Buy |
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|
2025
Q1 | $77.5M | Buy |
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|
2024
Q4 | $75M | Buy |
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|
2024
Q3 | $74M | Buy |
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|
2024
Q2 | $67.6M | Buy |
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|
2024
Q1 | $67.9M | Buy |
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|
2023
Q4 | $61.5M | Buy |
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|
2023
Q3 | $55.2M | Buy |
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|
2023
Q2 | $55M | Buy |
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|
2023
Q1 | $52.2M | Buy |
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|
2022
Q4 | $49.6M | Buy |
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|
2022
Q3 | $42.5M | Buy |
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|
2022
Q2 | $40.2M | Buy |
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|
2022
Q1 | $43.1M | Buy |
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|
2021
Q4 | $39.7M | Buy |
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|
2021
Q3 | $34.8M | Buy |
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|
2021
Q2 | $20.5M | Buy |
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|
2021
Q1 | $18.8M | Buy |
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|
2020
Q4 | $16.2M | Buy |
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|
2020
Q3 | $13.4M | Sell |
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|
2020
Q2 | $12.9M | Buy |
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|
2020
Q1 | $9.22M | Sell |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | $12M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $11.5M | Buy |
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|
2018
Q4 | $9.83M | Sell |
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|
2018
Q3 | $12.5M | Buy |
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|
2018
Q2 | $11.7M | Buy |
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|
2018
Q1 | $11.4M | Buy |
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|
2017
Q4 | $10.9M | Buy |
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