Wealth Enhancement Advisory Services’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 | $192M | Sell |
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|
2025
Q1 | $185M | Sell |
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|
2024
Q4 | $198M | Sell |
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|
2024
Q3 | $205M | Sell |
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|
2024
Q2 | $191M | Sell |
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|
2024
Q1 | $209M | Sell |
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|
2023
Q4 | $458M | Buy |
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|
2023
Q3 | $386M | Buy |
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|
2023
Q2 | $268M | Buy |
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|
2023
Q1 | $252M | Sell |
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|
2022
Q4 | $269M | Buy |
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|
2022
Q3 | $226M | Buy |
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|
2022
Q2 | $227M | Buy |
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|
2022
Q1 | $238M | Buy |
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|
2021
Q4 | $233M | Buy |
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|
2021
Q3 | $227M | Buy |
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|
2021
Q2 | $215M | Buy |
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|
2021
Q1 | $204M | Sell |
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|
2020
Q4 | $195M | Buy |
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|
2020
Q3 | $165M | Buy |
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|
2020
Q2 | $155M | Buy |
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|
2020
Q1 | $119M | Sell |
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|
2019
Q4 | $252M | Buy |
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|
2019
Q3 | $226M | Buy |
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|
2019
Q2 | $222M | Buy |
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|
2019
Q1 | $184M | Buy |
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|
2018
Q4 | $163M | Sell |
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|
2018
Q3 | $163M | Buy |
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|
2018
Q2 | $153M | Buy |
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|
2018
Q1 | $139M | Buy |
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|
2017
Q4 | $131M | Buy |
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|
2017
Q3 | $108M | Buy |
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|
2017
Q2 | $94.1M | Buy |
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|
2017
Q1 | $79.5M | Buy |
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|
2016
Q4 | $68.5M | Buy |
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|
2016
Q3 | $51.6M | Buy |
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|
2016
Q2 | $37.5M | Buy |
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|
2016
Q1 | $33.2M | Buy |
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|
2015
Q4 | $26.3M | Buy |
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|
2015
Q3 | $23.2M | Buy |
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|
2015
Q2 | $19.8M | Sell |
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|
2015
Q1 | $20M | Buy |
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|
2014
Q4 | $17.5M | Buy |
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