Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.81M | Sell |
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|
2024
Q2 | $7.01M | Buy |
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|
2024
Q1 | $3.86M | Sell |
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|
2023
Q4 | $6.36M | Buy |
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|
2023
Q3 | $4.07M | Sell |
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|
2023
Q2 | $4.58M | Buy |
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|
2023
Q1 | $4.36M | Sell |
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|
2022
Q4 | $5.06M | Buy |
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|
2022
Q3 | $4.03M | Buy |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $2.9M | Sell |
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|
2021
Q3 | $13.1M | Buy |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $973K | Sell |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.42M | Sell |
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|
2019
Q3 | $1.36M | Buy |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $673K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $708K | Buy |
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|
2018
Q2 | $601K | Buy |
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|
2018
Q1 | $565K | Buy |
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|
2017
Q4 | $471K | Sell |
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|
2017
Q3 | $680K | Buy |
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|
2017
Q2 | $496K | Buy |
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|
2017
Q1 | $480K | Buy |
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|
2016
Q4 | $430K | Sell |
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|
2016
Q3 | $436K | Sell |
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|
2016
Q2 | $453K | Buy |
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|
2016
Q1 | $433K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $429K | Buy |
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