Clear Investment Research’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 | $565K | Sell |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $513K | Hold |
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|
2024
Q1 | $526K | Hold |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $408K | Hold |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $447K | Hold |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $389K | Hold |
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|
2020
Q3 | $341K | Hold |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $275K | Sell |
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|
2018
Q2 | $320K | Hold |
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|
2018
Q1 | $320K | Sell |
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|
2017
Q4 | $334K | Hold |
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|
2017
Q3 | $316K | Hold |
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|
2017
Q2 | $306K | Buy |
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