Crescent Sterling’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
2024
Q3
Sell
2024
Q2
$278K Sell
2024
Q1
$306K Buy
2023
Q4
$273K Sell
2023
Q3
$256K Sell
2023
Q2
$275K Buy
2023
Q1
$256K Buy
2022
Q4
$237K Buy