United Capital Financial Advisors’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 | $48M | Sell |
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|
2025
Q1 | $50.1M | Sell |
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|
2024
Q4 | $49.5M | Sell |
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|
2024
Q3 | $51.6M | Sell |
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|
2024
Q2 | $48M | Sell |
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|
2024
Q1 | $50M | Sell |
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|
2023
Q4 | $46.7M | Sell |
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|
2023
Q3 | $45.8M | Sell |
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|
2023
Q2 | $48.3M | Sell |
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|
2023
Q1 | $48.6M | Sell |
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|
2022
Q4 | $52.3M | Sell |
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|
2022
Q3 | $50.3M | Sell |
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|
2022
Q2 | $60.4M | Sell |
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|
2022
Q1 | $71.1M | Sell |
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|
2021
Q4 | $77.3M | Sell |
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|
2021
Q3 | $74.9M | Sell |
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|
2021
Q2 | $79.7M | Sell |
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|
2021
Q1 | $81.7M | Sell |
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|
2020
Q4 | $78.5M | Sell |
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|
2020
Q3 | $71.1M | Sell |
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|
2020
Q2 | $72.3M | Sell |
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|
2020
Q1 | $68.6M | Buy |
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|
2019
Q4 | $80.9M | Buy |
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|
2019
Q3 | $74.8M | Buy |
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|
2019
Q2 | $69.7M | Buy |
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|
2019
Q1 | $63M | Buy |
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|
2018
Q4 | $52.3M | Sell |
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|
2018
Q3 | $63.4M | Sell |
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|
2018
Q2 | $60.4M | Buy |
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|
2018
Q1 | $56.5M | Buy |
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|
2017
Q4 | $11.2M | Buy |
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|
2017
Q3 | $10.5M | Buy |
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|
2017
Q2 | $9.86M | Sell |
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|
2017
Q1 | $10.1M | Sell |
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|
2016
Q4 | $10.5M | Sell |
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|
2016
Q3 | $10M | Sell |
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|
2016
Q2 | $11.9M | Sell |
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|
2016
Q1 | $12.1M | Buy |
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|
2015
Q4 | $11M | Sell |
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|
2015
Q3 | $10.5M | Sell |
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|
2015
Q2 | $12.4M | Sell |
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|
2015
Q1 | $13.1M | Buy |
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|
2014
Q4 | $12.9M | Buy |
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|
2014
Q3 | $9.01M | Sell |
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|
2014
Q2 | $9.37M | Sell |
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|
2014
Q1 | $9.01M | Buy |
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|
2013
Q4 | $8.33M | Buy |
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|
2013
Q3 | $5.61M | Buy |
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|
2013
Q2 | $4.48M | Buy |
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