Soltis 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
Q2 | $433K | Buy |
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|
2025
Q1 | $403K | Buy |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $384K | Buy |
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