Aspiriant LLC’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 | $1.47M | Buy |
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|
2025
Q2 | $1.28M | Hold |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.2M | Hold |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $953K | Hold |
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|
2020
Q3 | $836K | Hold |
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|
2020
Q2 | $803K | Hold |
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|
2020
Q1 | $708K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $702K | Buy |
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|
2019
Q2 | $530K | Buy |
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|
2019
Q1 | $351K | Buy |
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|
2018
Q4 | $242K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $229K | Sell |
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|
2017
Q2 | $360K | Hold |
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|
2017
Q1 | $356K | Sell |
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|
2016
Q4 | $364K | Hold |
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|
2016
Q3 | $345K | Sell |
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|
2016
Q2 | $378K | Hold |
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|
2016
Q1 | $365K | Buy |
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