United Advisor Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
43,732
+29,915
| +217% | +$828K | 0.21% | 115 |
|
|
2025
Q1 | $367K | Buy |
13,817
+1,559
| +13% | +$41.4K | 0.08% | 241 |
|
|
2024
Q4 | $320K | Sell |
12,258
-99
| -0.8% | -$2.58K | 0.06% | 285 |
|
|
2024
Q3 | $331K | Sell |
12,357
-42
| -0.3% | -$1.13K | 0.07% | 262 |
|
|
2024
Q2 | $306K | Buy |
12,399
+1,047
| +9% | +$25.9K | 0.1% | 195 |
|
|
2024
Q1 | $288K | Buy |
+11,352
| New | +$288K | 0.11% | 165 |
|