Beck Mack & Oliver’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
$253K Hold
2025
Q1
$243K Hold
2024
Q4
$238K Sell
2024
Q3
$325K Buy
2024
Q2
$296K Hold
2024
Q1
$304K Sell
2023
Q4
$387K Buy
2023
Q3
$354K Buy