Salem Investment Counselors’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
Q3 | $197K | Sell |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $193K | Hold |
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|
2023
Q1 | $189K | Hold |
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|
2022
Q4 | $190K | Hold |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $177K | Hold |
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|
2021
Q4 | $182K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $170K | Buy |
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|
2021
Q1 | $134K | Buy |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $157K | Hold |
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|
2019
Q3 | $148K | Hold |
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|
2019
Q2 | $146K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $157K | Buy |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $911 | Buy |
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