Bessemer Group’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 | – | Sell |
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|
2025
Q1 | $8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $11K | Hold |
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|
2024
Q1 | $11K | Hold |
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|
2023
Q4 | $10K | Sell |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $194K | Sell |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $212K | Buy |
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