Everett Harris & Co’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 | $714K | Hold |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $287K | Buy |
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