First Western Trust Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
11,304
| – | – | 0.01% | 150 |
|
|
2025
Q1 | $300K | Hold |
11,304
| – | – | 0.01% | 149 |
|
|
2024
Q4 | $295K | Hold |
11,304
| – | – | 0.01% | 158 |
|
|
2024
Q3 | $303K | Hold |
11,304
| – | – | 0.01% | 158 |
|
|
2024
Q2 | $279K | Hold |
11,304
| – | – | 0.01% | 154 |
|
|
2024
Q1 | $286K | Hold |
11,304
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $264K | Buy |
+11,304
| New | +$264K | 0.01% | 170 |
|