Cresset Asset Management’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 | $6.75M | Sell |
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|
2025
Q1 | $6.6M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $6.49M | Buy |
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|
2024
Q2 | $5.99M | Sell |
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|
2024
Q1 | $6.21M | Buy |
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|
2023
Q4 | $5.65M | Sell |
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|
2023
Q3 | $5.35M | Sell |
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|
2023
Q2 | $7.11M | Sell |
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|
2023
Q1 | $8.62M | Sell |
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|
2022
Q4 | $8.8M | Sell |
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|
2022
Q3 | $8.06M | Sell |
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|
2022
Q2 | $9.31M | Buy |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $7.66M | Sell |
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|
2021
Q2 | $8.14M | Sell |
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|
2021
Q1 | $9.73M | Buy |
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|
2020
Q4 | $8.69M | Buy |
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|
2020
Q3 | $7.5M | Sell |
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|
2020
Q2 | $9.53M | Buy |
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