American Trust’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
$1.46M Buy
2025
Q1
Sell
2024
Q4
$894K Buy
2023
Q3
Sell
2023
Q2
$316K Sell
2023
Q1
$266K Buy
2022
Q4
$257K Buy
2022
Q3
Sell
2022
Q2
$224K Sell
2022
Q1
$315K Buy