Retirement Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
144,749
+530
| +0.4% | +$14.7K | 0.36% | 14 |
|
|
2025
Q1 | $3.83M | Buy |
144,219
+2,343
| +2% | +$62.3K | 0.39% | 15 |
|
|
2024
Q4 | $3.7M | Buy |
141,876
+1,272
| +0.9% | +$33.2K | 0.39% | 15 |
|
|
2024
Q3 | $3.77M | Buy |
140,604
+5,751
| +4% | +$154K | 0.41% | 14 |
|
|
2024
Q2 | $3.33M | Buy |
+134,853
| New | +$3.33M | 0.4% | 15 |
|
|
2023
Q4 | $3.12M | Buy |
+133,470
| New | +$3.12M | 0.45% | 16 |
|
|
2023
Q3 | – | Sell |
-9,042
| Closed | -$202K | – | 66 |
|
|
2023
Q2 | $202K | Sell |
9,042
-12,054
| -57% | -$270K | 0.02% | 62 |
|
|
2023
Q1 | $459K | Buy |
+21,096
| New | +$459K | 0.08% | 41 |
|