Bridges Investment 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 | $417K | Sell |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $363K | Sell |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $338K | Hold |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $284K | Hold |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $345K | Buy |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $329K | Sell |
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|
2018
Q4 | $344K | Sell |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q2 | $372K | Sell |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $423K | Buy |
|