Valley National Advisers’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
Q3 | $177K | Buy |
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|
2025
Q2 | $144K | Buy |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $54K | Buy |
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|
2024
Q3 | $54K | Buy |
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|
2024
Q2 | $44K | Buy |
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|
2024
Q1 | $18K | Sell |
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|
2023
Q4 | $20K | Sell |
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|
2023
Q3 | $19K | Sell |
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|
2023
Q2 | $23K | Sell |
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|
2023
Q1 | $52K | Sell |
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|
2022
Q4 | $54K | Sell |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Buy |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $7K | Sell |
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|
2019
Q2 | $8K | Sell |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $14K | Buy |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $1K | Sell |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $5K | Sell |
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|
2014
Q4 | $11K | Buy |
|