Barrett Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Barrett Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$11K	Hold
2021 Q3	$10K	Hold
2021 Q2	$10K	Hold
2021 Q1	$10K	Hold
2020 Q4	$9K	Hold
2020 Q3	$8K	Hold
2020 Q2	$8K	Hold
2020 Q1	$7K	Hold
2019 Q4	$9K	Hold
2019 Q3	$9K	Buy