First Western Trust Bank’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
$313K Hold
2025
Q1
$300K Hold
2024
Q4
$295K Hold
2024
Q3
$303K Hold
2024
Q2
$279K Hold
2024
Q1
$286K Hold
2023
Q4
$264K Buy