Athena Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $957K | Hold |
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|
2024
Q1 | $982K | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $825K | Hold |
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|
2023
Q2 | $859K | Buy |
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|
2023
Q1 | $708K | Sell |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $644K | Hold |
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|
2022
Q2 | $687K | Hold |
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|
2022
Q1 | $790K | Buy |
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