Riversedge 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 | $2.25M | Buy |
81,306
+2,769
| +4% | +$76.6K | 0.44% | 29 |
|
|
2025
Q1 | $2.09M | Sell |
78,537
-52,059
| -40% | -$1.38M | 0.47% | 30 |
|
|
2024
Q4 | $3.4M | Buy |
130,596
+58,218
| +80% | +$1.52M | 0.77% | 26 |
|
|
2024
Q3 | $1.94M | Buy |
72,378
+813
| +1% | +$21.8K | 0.44% | 31 |
|
|
2024
Q2 | $1.77M | Sell |
71,565
-75
| -0.1% | -$1.85K | 0.43% | 32 |
|
|
2024
Q1 | $1.81M | Buy |
71,640
+372
| +0.5% | +$9.42K | 0.45% | 30 |
|
|
2023
Q4 | $1.67M | Sell |
71,268
-5,763
| -7% | -$135K | 0.46% | 28 |
|
|
2023
Q3 | $1.66M | Sell |
77,031
-135,477
| -64% | -$2.91M | 0.49% | 26 |
|
|
2023
Q2 | $4.75M | Buy |
212,508
+1,284
| +0.6% | +$28.7K | 1.3% | 20 |
|
|
2023
Q1 | $4.62M | Buy |
211,224
+495
| +0.2% | +$10.8K | 1.34% | 19 |
|
|
2022
Q4 | $4.64M | Sell |
210,729
-3,300
| -2% | -$72.6K | 1.5% | 18 |
|
|
2022
Q3 | $4.17M | Buy |
214,029
+195,114
| +1,032% | +$3.81M | 1.51% | 19 |
|
|
2022
Q2 | $394K | Buy |
+18,915
| New | +$394K | 0.15% | 52 |
|
|
2020
Q1 | – | Sell |
-248,526
| Closed | -$4.98M | – | 42 |
|
|
2019
Q4 | $4.98M | Buy |
248,526
+17,262
| +7% | +$346K | 5.9% | 6 |
|
|
2019
Q3 | $4.16M | Hold |
231,264
| – | – | 5.85% | 5 |
|
|
2019
Q2 | $4.16M | Buy |
+231,264
| New | +$4.16M | 5.85% | 5 |
|