Westbourne Investment 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 | $4.11M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $3.13M | Buy |
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|
2024
Q2 | $2.79M | Buy |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.56M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $865K | Buy |
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|
2020
Q2 | $748K | Buy |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | $719K | Buy |
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|
2019
Q3 | $517K | Buy |
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|
2019
Q2 | $309K | Buy |
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|
2019
Q1 | $294K | Buy |
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|
2018
Q4 | $256K | Buy |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $213K | Buy |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q4 | $207K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $126K | Buy |
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