Dakota Wealth 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 | $4.35M | Sell |
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|
2025
Q1 | $4.77M | Buy |
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|
2024
Q4 | $4.36M | Buy |
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|
2024
Q3 | $4.28M | Sell |
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|
2024
Q2 | $4.03M | Buy |
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|
2024
Q1 | $3.4M | Buy |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $971K | Buy |
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