Sunbelt Securities’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 | $4.65M | Buy |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $4.68M | Sell |
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|
2024
Q3 | $9.27M | Buy |
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|
2024
Q2 | $8.28M | Buy |
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|
2024
Q1 | $7.88M | Buy |
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|
2023
Q4 | $7.22M | Buy |
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|
2023
Q3 | $6.2M | Buy |
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|
2023
Q2 | $5.62M | Buy |
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|
2023
Q1 | $5.16M | Sell |
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|
2022
Q4 | $5.28M | Buy |
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|
2022
Q3 | $4.64M | Buy |
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|
2022
Q2 | $4.57M | Buy |
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|
2022
Q1 | $5.05M | Buy |
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|
2021
Q4 | $4.87M | Buy |
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|
2021
Q3 | $3.63M | Hold |
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|
2021
Q2 | $3.63M | Buy |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $162M | Buy |
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|
2019
Q4 | $2.82M | Buy |
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