Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $4.4M | Buy |
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|
2021
Q2 | $4.29M | Sell |
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|
2021
Q1 | $4.11M | Sell |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $3.33M | Sell |
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|
2020
Q2 | $3.46M | Buy |
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|
2020
Q1 | $2.95M | Sell |
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|
2019
Q4 | $4.28M | Buy |
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|
2019
Q3 | $4.04M | Buy |
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|
2019
Q2 | $3.98M | Buy |
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|
2019
Q1 | $3.69M | Buy |
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|
2018
Q4 | $2.42M | Buy |
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|
2018
Q3 | $2.36M | Buy |
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|
2018
Q2 | $1.69M | Buy |
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|
2018
Q1 | $1.55M | Buy |
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|
2017
Q4 | $1.39M | Buy |
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|
2017
Q3 | $905K | Buy |
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|
2017
Q2 | $830K | Buy |
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|
2017
Q1 | $754K | Buy |
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|
2016
Q4 | $671K | Buy |
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|
2016
Q3 | $586K | Sell |
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|
2016
Q2 | $592K | Buy |
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|
2016
Q1 | $554K | Buy |
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|
2015
Q4 | $396K | Buy |
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|
2015
Q3 | $272K | Buy |
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|
2015
Q2 | $287K | Buy |
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