Bank Hapoalim BM’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.4M | Hold |
504,000
| – | – | 1.83% | 15 |
|
2025
Q1 | $13.4M | Hold |
504,000
| – | – | 1.94% | 14 |
|
2024
Q4 | $13.1M | Hold |
504,000
| – | – | 2.12% | 14 |
|
2024
Q3 | $13.5M | Hold |
504,000
| – | – | 2.05% | 13 |
|
2024
Q2 | $12.4M | Buy |
+504,000
| New | +$12.4M | 1.76% | 19 |
|
2024
Q1 | – | Sell |
-318,000
| Closed | -$7.43M | – | 148 |
|
2023
Q4 | $7.43M | Hold |
318,000
| – | – | 1.02% | 33 |
|
2023
Q3 | $6.83M | Hold |
318,000
| – | – | 1.11% | 34 |
|
2023
Q2 | $7.11M | Sell |
318,000
-318,000
| -50% | -$7.11M | 1.01% | 33 |
|
2023
Q1 | $13.9M | Hold |
636,000
| – | – | 1.92% | 15 |
|
2022
Q4 | $14M | Hold |
636,000
| – | – | 1.74% | 18 |
|
2022
Q3 | $12.4M | Hold |
636,000
| – | – | 1.56% | 20 |
|
2022
Q2 | $13.2M | Hold |
636,000
| – | – | 1.65% | 18 |
|
2022
Q1 | $15.1M | Buy |
+636,000
| New | +$15.1M | 1.58% | 15 |
|
2021
Q3 | – | Sell |
-145,098
| Closed | -$14.8M | – | 247 |
|
2021
Q2 | $14.8M | Sell |
145,098
-505,902
| -78% | -$51.7M | 1.68% | 13 |
|
2021
Q1 | $14.2M | Buy |
+651,000
| New | +$14.2M | 1.8% | 15 |
|