Cooper Financial 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 | $57.1M | Buy |
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|
2025
Q2 | $51.9M | Buy |
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|
2025
Q1 | $41.7M | Buy |
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|
2024
Q4 | $37.3M | Buy |
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|
2024
Q3 | $36M | Buy |
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|
2024
Q2 | $29.8M | Buy |
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|
2024
Q1 | $25.5M | Buy |
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|
2023
Q4 | $21M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $2.34M | Buy |
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