Belpointe 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
Q1 | – | Sell |
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|
2024
Q4 | $213K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $597K | Buy |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $529K | Hold |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $320K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $762K | Sell |
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|
2019
Q3 | $747K | Buy |
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|
2019
Q2 | $725K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Buy |
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