AssetMark Inc’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 | $1.53M | Sell |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $171K | Sell |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $124K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $940K | Buy |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $178K | Buy |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $420K | Buy |
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