Visionary Wealth 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 | $6.28M | Buy |
|
|||||
|
2025
Q1 | $5.46M | Sell |
|
|||||
|
2024
Q4 | $5.45M | Sell |
|
|||||
|
2024
Q3 | $5.89M | Sell |
|
|||||
|
2024
Q2 | $5.56M | Sell |
|
|||||
|
2024
Q1 | $6M | Sell |
|
|||||
|
2023
Q4 | $5.95M | Sell |
|
|||||
|
2023
Q3 | $14.9M | Sell |
|
|||||
|
2023
Q2 | $16.4M | Sell |
|
|||||
|
2023
Q1 | $18.5M | Buy |
|
|||||
|
2022
Q4 | $18.3M | Sell |
|
|||||
|
2022
Q3 | $16.8M | Sell |
|
|||||
|
2022
Q2 | $27.9M | Buy |
|
|||||
|
2022
Q1 | $29.2M | Sell |
|
|||||
|
2021
Q4 | $37.2M | Buy |
|
|||||
|
2021
Q3 | $25.5M | Buy |
|
|||||
|
2021
Q2 | $24.6M | Buy |
|
|||||
|
2021
Q1 | $19.8M | Buy |
|
|||||
|
2020
Q4 | $11.7M | Buy |
|
|||||
|
2020
Q3 | $7.52M | Sell |
|
|||||
|
2020
Q2 | $11M | Buy |
|
|||||
|
2020
Q1 | $9.13M | Buy |
|
|||||
|
2019
Q4 | $909K | Buy |
|