Chicago Partners Investment 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
Q3 | $951K | Buy |
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|
2025
Q2 | $792K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $85K | Hold |
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|
2018
Q1 | $84K | Buy |
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|
2017
Q4 | $86K | Buy |
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|
2017
Q3 | $5K | Buy |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $5K | Buy |
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