Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $2.39M | Sell |
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|
2021
Q4 | $2.6M | Sell |
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|
2021
Q3 | $2.58M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.61M | Sell |
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|
2020
Q2 | $2.57M | Buy |
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|
2020
Q1 | $2.25M | Buy |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $282K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $229K | Buy |
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|
2018
Q3 | $155K | Buy |
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