Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q1 | $971K | Sell |
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|
2020
Q4 | $935K | Sell |
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|
2020
Q3 | $865K | Buy |
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|
2020
Q2 | $823K | Buy |
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|
2020
Q1 | $698K | Buy |
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|
2019
Q4 | $762K | Buy |
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