Elgethun Capital 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
$2.04M Buy
2025
Q1
$1.95M Buy
2024
Q4
$1.67M Buy
2024
Q3
$1.67M Buy
2024
Q2
$1.52M Buy
2024
Q1
$1.49M Buy
2023
Q4
$1.35M Buy
2023
Q3
$1.23M Buy
2023
Q2
$1.27M Buy
2023
Q1
$1.24M Sell
2022
Q4
$1.46M Buy
2022
Q3
$393K Buy
2022
Q2
$379K Buy
2022
Q1
$403K Buy
2021
Q4
$367K Buy
2021
Q3
$313K Buy
2021
Q2
$290K Buy
2021
Q1
$218K Buy
2020
Q4
$178K Buy