TIM
Total Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1K | Buy |
+1,485
| New | +$41.1K | 0.01% | 185 |
|
|
2021
Q2 | – | Sell |
-22,616
| Closed | -$1M | – | 72 |
|
|
2021
Q1 | $1M | Buy |
+22,616
| New | +$1M | 0.28% | 22 |
|
|
2020
Q2 | – | Sell |
-22,616
| Closed | -$1M | – | 58 |
|
|
2020
Q1 | $1M | Sell |
22,616
-545
| -2% | -$24.1K | 0.28% | 22 |
|
|
2019
Q4 | $1.39M | Buy |
23,161
+212
| +0.9% | +$12.7K | 0.27% | 24 |
|
|
2019
Q3 | $1.3M | Buy |
22,949
+156
| +0.7% | +$8.85K | 0.26% | 22 |
|
|
2019
Q2 | $1.25M | Buy |
22,793
+709
| +3% | +$38.9K | 0.28% | 21 |
|
|
2019
Q1 | $1.2M | Sell |
22,084
-698
| -3% | -$37.9K | 0.29% | 22 |
|
|
2018
Q4 | $1.21M | Sell |
22,782
-235
| -1% | -$12.5K | 0.38% | 15 |
|
|
2018
Q3 | $1.29M | Sell |
23,017
-278
| -1% | -$15.6K | 0.29% | 19 |
|
|
2018
Q2 | $1.24M | Buy |
23,295
+611
| +3% | +$32.4K | 0.29% | 19 |
|
|
2018
Q1 | $1.2M | Sell |
22,684
-2,613
| -10% | -$138K | 0.3% | 18 |
|
|
2017
Q4 | $1.38M | Buy |
25,297
+1,342
| +6% | +$73.4K | 0.41% | 12 |
|
|
2017
Q3 | $1.24M | Sell |
23,955
-2,534
| -10% | -$131K | 0.43% | 13 |
|
|
2017
Q2 | $1.33M | Buy |
26,489
+367
| +1% | +$18.4K | 0.44% | 12 |
|
|
2017
Q1 | $1.3M | Sell |
26,122
-4,260
| -14% | -$212K | 0.43% | 12 |
|
|
2016
Q4 | $1.46M | Buy |
+30,382
| New | +$1.46M | 0.48% | 11 |
|