Johnson Investment Counsel’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 | $824K | Buy |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $863K | Buy |
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|
2024
Q3 | $877K | Sell |
|
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|
2024
Q2 | $812K | Sell |
|
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|
2024
Q1 | $841K | Buy |
|
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|
2023
Q4 | $750K | Hold |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $719K | Sell |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $399K | Buy |
|