Roundview Capital’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 | – | Sell |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $405K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $412K | Hold |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $525K | Hold |
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|
2021
Q3 | $484K | Sell |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $269K | Sell |
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|
2018
Q4 | $273K | Sell |
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|
2018
Q3 | $316K | Hold |
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|
2018
Q2 | $300K | Hold |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $322K | Hold |
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|
2017
Q3 | $305K | Sell |
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|
2017
Q2 | $330K | Sell |
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|
2017
Q1 | $375K | Sell |
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|
2016
Q4 | $388K | Buy |
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|
2016
Q3 | $365K | Sell |
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|
2016
Q2 | $399K | Hold |
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|
2016
Q1 | $384K | Buy |
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|
2015
Q4 | $368K | Sell |
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|
2015
Q3 | $351K | Buy |
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|
2015
Q2 | $371K | Buy |
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|
2015
Q1 | $372K | Hold |
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|
2014
Q4 | $379K | Buy |
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|
2014
Q3 | $343K | Hold |
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|
2014
Q2 | $345K | Sell |
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|
2014
Q1 | $336K | Buy |
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