Kathmere Capital Management’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 | $812K | Sell |
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|
2025
Q2 | $932K | Buy |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $554K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Buy |
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