Cerity 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 | $27.8M | Sell |
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|
2025
Q2 | $27.6M | Buy |
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|
2025
Q1 | $19M | Sell |
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|
2024
Q4 | $18.7M | Sell |
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|
2024
Q3 | $21.6M | Sell |
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|
2024
Q2 | $20M | Sell |
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|
2024
Q1 | $20.8M | Buy |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $17.8M | Buy |
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|
2023
Q1 | $16.9M | Buy |
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|
2022
Q4 | $16.8M | Buy |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $261K | Buy |
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