Capital Insight Partners’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
Q3 | $713K | Sell |
|
|||||
|
2025
Q2 | $680K | Sell |
|
|||||
|
2025
Q1 | $666K | Sell |
|
|||||
|
2024
Q4 | $679K | Sell |
|
|||||
|
2024
Q3 | $728K | Buy |
|
|||||
|
2024
Q2 | $662K | Buy |
|
|||||
|
2024
Q1 | $671K | Buy |
|
|||||
|
2023
Q4 | $612K | Sell |
|
|||||
|
2023
Q3 | $564K | Buy |
|
|||||
|
2023
Q2 | $583K | Buy |
|
|||||
|
2023
Q1 | $563K | Buy |
|
|||||
|
2022
Q4 | $534K | Sell |
|
|||||
|
2022
Q3 | $538K | Sell |
|
|||||
|
2022
Q2 | $616K | Sell |
|
|||||
|
2022
Q1 | $741K | Sell |
|
|||||
|
2021
Q4 | $851K | Sell |
|
|||||
|
2021
Q3 | $875K | Sell |
|
|||||
|
2021
Q2 | $939K | Sell |
|
|||||
|
2021
Q1 | $903K | Buy |
|
|||||
|
2020
Q4 | $817K | Buy |
|
|||||
|
2020
Q3 | $714K | Buy |
|
|||||
|
2020
Q2 | $671K | Buy |
|