Tradewinds Capital Management’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 | $18.3K | Hold |
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|
2025
Q1 | $17.5K | Hold |
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|
2024
Q4 | $17.2K | Hold |
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|
2024
Q3 | $17.7K | Hold |
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|
2024
Q2 | $16.3K | Hold |
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|
2024
Q1 | $16.7K | Hold |
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|
2023
Q4 | $15.4K | Hold |
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|
2023
Q3 | $14.2K | Hold |
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|
2023
Q2 | $14.8K | Hold |
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|
2023
Q1 | $14.4K | Sell |
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|
2022
Q4 | $17.4K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $54K | Hold |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $123K | Buy |
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|
2019
Q3 | $115K | Buy |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $110K | Sell |
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|
2018
Q4 | $102K | Buy |
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|
2018
Q3 | $114K | Buy |
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|
2018
Q2 | $108K | Hold |
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|
2018
Q1 | $107K | Buy |
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|
2017
Q4 | $111K | Sell |
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|
2017
Q3 | $117K | Sell |
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|
2017
Q2 | $159K | Sell |
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|
2017
Q1 | $2.92M | Buy |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $2.14M | Sell |
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|
2016
Q2 | $3M | Sell |
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|
2016
Q1 | $3.35M | Buy |
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|
2015
Q4 | $2.19M | Buy |
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|
2015
Q3 | $2.01M | Buy |
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|
2015
Q2 | $1.82M | Buy |
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|
2015
Q1 | $939K | Sell |
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|
2014
Q4 | $2.24M | Sell |
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|
2014
Q3 | $3.43M | Buy |
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|
2014
Q2 | $3.41M | Buy |
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|
2014
Q1 | $991K | Sell |
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|
2013
Q4 | $984K | Buy |
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