Bellevue Asset 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
Q2 | $4.23K | Hold |
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|
2025
Q1 | $4.07K | Hold |
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|
2024
Q4 | $3.99K | Hold |
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|
2024
Q3 | $4.1K | Hold |
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|
2024
Q2 | $3.78K | Hold |
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|
2024
Q1 | $3.88K | Hold |
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|
2023
Q4 | $3.58K | Hold |
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|
2023
Q3 | $3.29K | Hold |
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|
2023
Q2 | $3.42K | Hold |
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|
2023
Q1 | $3.34K | Hold |
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|
2022
Q4 | $3.34K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $3K | Buy |
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