Atria Investments’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 | $325K | Sell |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $439K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $1.89M | Sell |
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|
2019
Q2 | $1.91M | Sell |
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|
2019
Q1 | $10.8M | Sell |
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|
2018
Q4 | $12.9M | Buy |
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|
2018
Q3 | $1.95M | Sell |
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|
2018
Q2 | $4.64M | Sell |
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|
2018
Q1 | $11.9M | Sell |
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|
2017
Q4 | $15.8M | Buy |
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|
2017
Q3 | $7.05M | Buy |
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|
2017
Q2 | $5.86M | Sell |
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|
2017
Q1 | $7.01M | Sell |
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|
2016
Q4 | $7.45M | Buy |
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|
2016
Q3 | $340K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $570K | Sell |
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|
2015
Q1 | $591K | Sell |
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|
2014
Q4 | $731K | Sell |
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|
2014
Q3 | $792K | Buy |
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|
2014
Q2 | $788K | Buy |
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