SRH 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
Q3 | $121K | Hold |
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|
2025
Q2 | $115K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $108K | Hold |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $96.7K | Hold |
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|
2023
Q3 | $89K | Hold |
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|
2023
Q2 | $90.5K | Hold |
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|
2023
Q1 | $91K | Hold |
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|
2022
Q4 | $91K | Hold |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $101K | Hold |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $103K | Buy |
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|
2020
Q1 | $91K | Buy |
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|
2019
Q4 | $123K | Buy |
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|
2019
Q3 | $115K | Buy |
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|
2019
Q2 | $114K | Hold |
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|
2019
Q1 | $111K | Buy |
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|
2018
Q4 | $100K | Buy |
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|
2018
Q3 | $113K | Buy |
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|
2018
Q2 | $107K | Hold |
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|
2018
Q1 | $106K | Buy |
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|
2017
Q4 | $110K | Sell |
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|
2017
Q3 | $104K | Buy |
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|
2017
Q2 | $69K | Hold |
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|
2017
Q1 | $69K | Hold |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $62K | Hold |
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|
2016
Q1 | $60K | Hold |
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|
2015
Q4 | $59K | Hold |
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|
2015
Q3 | $55K | Buy |
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