Corient Private Wealth’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 | $2.06M | Sell |
|
|||||
|
2025
Q1 | $2.02M | Buy |
|
|||||
|
2024
Q4 | $1.59M | Sell |
|
|||||
|
2024
Q3 | $2.07M | Buy |
|
|||||
|
2024
Q2 | $1.4M | Sell |
|
|||||
|
2024
Q1 | $1.57M | Sell |
|
|||||
|
2023
Q4 | $1.48M | Sell |
|
|||||
|
2023
Q3 | $1.6M | Buy |
|
|||||
|
2023
Q2 | $812K | Sell |
|
|||||
|
2023
Q1 | $1.71M | Buy |
|
|||||
|
2022
Q4 | $1.31M | Buy |
|