CIBC Private Wealth 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 | $438K | Buy |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $486K | Hold |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $689K | Sell |
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|
2019
Q3 | $671K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $362K | Sell |
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|
2018
Q3 | $483K | Buy |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $473K | Sell |
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|
2017
Q4 | $539K | Sell |
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|
2017
Q3 | $558K | Buy |
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