Gilbert & Cook’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 | $547K | Hold |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $532K | Hold |
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|
2024
Q2 | $490K | Hold |
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|
2024
Q1 | $503K | Hold |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $496K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Buy |
|