Sheaff Brock Investment 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
Q1 | $459K | Sell |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $319K | Sell |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $365K | Sell |
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|
2019
Q2 | $397K | Buy |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $315K | Buy |
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|
2018
Q2 | $219K | Sell |
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|
2018
Q1 | $324K | Buy |
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|
2017
Q4 | $235K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $216K | Buy |
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