Valeo 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 | $1.24M | Hold |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.33M | Hold |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $978K | Buy |
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|
2020
Q4 | $802K | Sell |
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|
2020
Q3 | $715K | Hold |
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|
2020
Q2 | $687K | Buy |
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|
2020
Q1 | $664K | Buy |
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|
2019
Q4 | $815K | Hold |
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|
2019
Q3 | $769K | Hold |
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|
2019
Q2 | $761K | Hold |
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|
2019
Q1 | $742K | Buy |
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|
2018
Q4 | $663K | Sell |
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|
2018
Q3 | $732K | Buy |
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|
2018
Q2 | $759K | Buy |
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|
2018
Q1 | $111K | Sell |
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|
2017
Q4 | $156K | Sell |
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|
2017
Q3 | $170K | Buy |
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