Bartlett & Co Wealth 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
Q3 | $1.06M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $965K | Buy |
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|
2024
Q4 | $943K | Buy |
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|
2024
Q3 | $964K | Buy |
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|
2024
Q2 | $881K | Buy |
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $860K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $482K | Sell |
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|
2021
Q1 | $461K | Buy |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $365K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $2.09M | Sell |
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|
2019
Q2 | $2.14M | Buy |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.78M | Buy |
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|
2018
Q1 | $1.76M | Buy |
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