IEQ Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

IEQ Capital’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.86M	Sell
2025 Q1	$2.24M	Buy
2024 Q4	$1.13M	Buy
2024 Q3	$331K	Hold
2024 Q2	$305K	Hold
2024 Q1	$313K	Hold
2023 Q4	$289K	Buy
2023 Q3	–	Sell
2023 Q2	$659K	Buy