Greenleaf Trust’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 | $834K | Hold |
|
|||||
|
2025
Q2 | $793K | Hold |
|
|||||
|
2025
Q1 | $762K | Sell |
|
|||||
|
2024
Q4 | $789K | Buy |
|
|||||
|
2024
Q3 | $768K | Hold |
|
|||||
|
2024
Q2 | $707K | Hold |
|
|||||
|
2024
Q1 | $726K | Hold |
|
|||||
|
2023
Q4 | $669K | Hold |
|
|||||
|
2023
Q3 | $616K | Hold |
|
|||||
|
2023
Q2 | $641K | Hold |
|
|||||
|
2023
Q1 | $626K | Hold |
|
|||||
|
2022
Q4 | $630K | Hold |
|
|||||
|
2022
Q3 | $559K | Hold |
|
|||||
|
2022
Q2 | $596K | Hold |
|
|||||
|
2022
Q1 | $682K | Hold |
|
|||||
|
2021
Q4 | $699K | Hold |
|
|||||
|
2021
Q3 | $644K | Buy |
|