Stratos Wealth Partners’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 | $2.04M | Sell |
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|
2025
Q1 | $3.12M | Buy |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.53M | Hold |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $600K | Sell |
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|
2021
Q4 | $937K | Buy |
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|
2021
Q3 | $836K | Sell |
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|
2021
Q2 | $848K | Buy |
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|
2021
Q1 | $803K | Buy |
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|
2020
Q4 | $717K | Buy |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $598K | Sell |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $308K | Sell |
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|
2017
Q3 | $637K | Sell |
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|
2017
Q2 | $766K | Buy |
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|
2017
Q1 | $754K | Buy |
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