DDD Partners’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 | $3.65M | Buy |
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|
2025
Q1 | $3.44M | Buy |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $4.65M | Buy |
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|
2023
Q4 | $3.97M | Buy |
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|
2023
Q3 | $3.39M | Buy |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.36M | Buy |
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|
2022
Q4 | $3.23M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $2.83M | Sell |
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|
2021
Q2 | $3.05M | Buy |
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $2.29M | Buy |
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|
2019
Q3 | $1.99M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.87M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.8M | Buy |
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