CX Institutional’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 | $58.3M | Buy |
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|
2025
Q1 | $50.7M | Buy |
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|
2024
Q4 | $48.1M | Buy |
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|
2024
Q3 | $34.9M | Sell |
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|
2024
Q2 | $45.3M | Buy |
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|
2024
Q1 | $41M | Buy |
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|
2023
Q4 | $26.3M | Buy |
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|
2023
Q3 | $23.8M | Buy |
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|
2023
Q2 | $19.6M | Sell |
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|
2023
Q1 | $30.6M | Buy |
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|
2022
Q4 | $25.1M | Buy |
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|
2022
Q3 | $8.55M | Sell |
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|
2022
Q2 | $15.6M | Sell |
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|
2022
Q1 | $24M | Buy |
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|
2021
Q4 | $17.9M | Buy |
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|
2021
Q3 | $16M | Buy |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $14.3M | Buy |
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|
2020
Q4 | $843K | Buy |
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