West Paces 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
Q3 | $183K | Hold |
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|
2025
Q2 | $174K | Hold |
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|
2025
Q1 | $167K | Hold |
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|
2024
Q4 | $164K | Hold |
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|
2024
Q3 | $169K | Hold |
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|
2024
Q2 | $156K | Hold |
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|
2024
Q1 | $160K | Hold |
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $139K | Sell |
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|
2022
Q3 | $193K | Buy |
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|
2022
Q2 | $131K | Hold |
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|
2022
Q1 | $150K | Hold |
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|
2021
Q4 | $154K | Hold |
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|
2021
Q3 | $142K | Sell |
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|
2021
Q2 | $520K | Hold |
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|
2021
Q1 | $497K | Hold |
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|
2020
Q4 | $453K | Hold |
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|
2020
Q3 | $397K | Hold |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $433K | Hold |
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|
2019
Q3 | $408K | Hold |
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|
2019
Q2 | $404K | Hold |
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|
2019
Q1 | $394K | Hold |
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|
2018
Q4 | $355K | Sell |
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|
2018
Q3 | $767K | Hold |
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|
2018
Q2 | $726K | Buy |
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