Coastwise Capital 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 | $4.52M | Buy |
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|
2025
Q2 | $4.15M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $3.15M | Sell |
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|
2024
Q3 | $3.3M | Buy |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $2.09M | Sell |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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