CP
SCHV

Coho Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Coho Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-73,416
Closed -$1.62M – 73
2022
Q4 		$1.62M Buy
+73,416
New +$1.59M 0.03% 45

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Coho Partners's SCHV Position: Q1 2023 in Review

Coho Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 73,416 shares — an estimated $1.62M sold.

Coho Partners first reported a position in SCHV in Q4 2022 and held it in 1 quarter. The position peaked at $1.62M in Q4 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Coho Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Coho Partners sold 73,416 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $1.62M.
  • Coho Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Coho Partners's Schwab US Large-Cap Value ETF position peaked at $1.62M in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

Based on Coho Partners's 13F filing for Q1 2023, filed 25 Apr 2023.