Regal 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 | $1.9M | Sell |
|
|||||
|
2025
Q1 | $1.88M | Buy |
|
|||||
|
2024
Q4 | $1.78M | Sell |
|
|||||
|
2024
Q3 | $2.73M | Buy |
|
|||||
|
2024
Q2 | $2.42M | Buy |
|
|||||
|
2024
Q1 | $2.42M | Buy |
|
|||||
|
2023
Q4 | $1.91M | Buy |
|
|||||
|
2023
Q3 | $1.55M | Buy |
|
|||||
|
2023
Q2 | $1.42M | Buy |
|
|||||
|
2023
Q1 | $1.17M | Sell |
|
|||||
|
2022
Q4 | $1.17M | Buy |
|
|||||
|
2022
Q3 | $1.01M | Buy |
|
|||||
|
2022
Q2 | $1.02M | Buy |
|
|||||
|
2022
Q1 | $975K | Buy |
|
|||||
|
2021
Q4 | $957K | Sell |
|
|||||
|
2021
Q3 | $887K | Buy |
|
|||||
|
2021
Q2 | $870K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $649K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $514K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $571K | Buy |
|
|||||
|
2019
Q3 | $399K | Buy |
|
|||||
|
2019
Q2 | $315K | Buy |
|
|||||
|
2019
Q1 | $295K | Sell |
|
|||||
|
2018
Q4 | $345K | Buy |
|
|||||
|
2018
Q3 | $347K | Buy |
|
|||||
|
2018
Q2 | $256K | Sell |
|
|||||
|
2018
Q1 | $284K | Sell |
|
|||||
|
2017
Q4 | $513K | Buy |
|
|||||
|
2017
Q3 | $466K | Sell |
|
|||||
|
2017
Q2 | $468K | Buy |
|
|||||
|
2017
Q1 | $461K | Sell |
|
|||||
|
2016
Q4 | $472K | Buy |
|
|||||
|
2016
Q3 | $332K | Sell |
|
|||||
|
2016
Q2 | $377K | Buy |
|
|||||
|
2016
Q1 | $308K | Buy |
|
|||||
|
2015
Q4 | $206K | Buy |
|
|||||
|
2015
Q3 | $114K | Buy |
|
|||||
|
2015
Q2 | $39K | Buy |
|