Summit Financial’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 | $5.22M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $5.01M | Sell |
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|
2024
Q2 | $4.86M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $4.36M | Sell |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.24M | Buy |
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|
2023
Q1 | $4.06M | Buy |
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|
2022
Q4 | $4.05M | Sell |
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|
2022
Q3 | $3.66M | Buy |
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|
2022
Q2 | $3.89M | Sell |
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|
2022
Q1 | $4.6M | Sell |
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|
2021
Q4 | $4.79M | Sell |
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|
2021
Q3 | $4.44M | Buy |
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|
2021
Q2 | $3.83M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $3.18M | Buy |
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|
2020
Q3 | $1.87M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $411K | Buy |
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