Diversified Portfolios Inc’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 | $10.5M | Buy |
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|
2025
Q1 | $8.56M | Buy |
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|
2024
Q4 | $7.84M | Buy |
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|
2024
Q3 | $7.39M | Buy |
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|
2024
Q2 | $6.1M | Buy |
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|
2024
Q1 | $6.09M | Buy |
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|
2023
Q4 | $4.74M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $891K | Buy |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $394K | Buy |
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