RE Dickinson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $50.6M | Buy |
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|
2024
Q3 | $4.89M | Buy |
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|
2024
Q2 | $4.52M | Buy |
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|
2024
Q1 | $4.28M | Sell |
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|
2023
Q4 | $4.66M | Sell |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $4.39M | Buy |
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|
2023
Q1 | $4.22M | Sell |
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|
2022
Q4 | $8.85M | Sell |
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|
2022
Q3 | $8.33M | Buy |
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|
2022
Q2 | $8.88K | Buy |
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|
2022
Q1 | $9.27M | Buy |
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|
2021
Q4 | $77K | Buy |
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