Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.19M | Buy |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $4.41M | Buy |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $4.46M | Sell |
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|
2023
Q4 | $6.76M | Buy |
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|
2023
Q3 | $2.74M | Sell |
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|
2023
Q2 | $3.39M | Sell |
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|
2023
Q1 | $3.4M | Buy |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.92M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.28M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $743K | Buy |
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|
2020
Q2 | $476K | Hold |
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|
2020
Q1 | $421K | Hold |
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|
2019
Q4 | $572K | Buy |
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|
2019
Q3 | $255K | Sell |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $247K | Buy |
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|
2018
Q4 | $212K | Buy |
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