Essex LLC’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 | $213K | Hold |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $355K | Buy |
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