EWG Elevate’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
Q3
$10.2M Buy
2025
Q2
$9.71M Buy
2025
Q1
$8.98M Buy
2024
Q4
$8.65M Buy
2024
Q3
$8.37M Sell
2024
Q2
$8.76M Sell
2024
Q1
$9.05M Sell
2023
Q4
$9.33M Sell
2023
Q3
$10.2M Buy
2023
Q2
$10.1M Buy
2023
Q1
$9.65M Buy
2022
Q4
$2.97M Buy
2022
Q3
$2.56M Sell
2022
Q2
$2.75M Buy
2022
Q1
$2.45M Buy
2021
Q4
$2.26M Hold
2021
Q3
$2.08M Buy
2021
Q2
$1.85M Buy
2021
Q1
$1.72M Buy
2020
Q4
$1.04M Sell
2020
Q3
$936K Buy
2020
Q2
$860K Sell
2020
Q1
$3.85M Buy
2019
Q4
$4.92M Buy