Keel Point’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 | $1.52M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $1.62M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $508K | Hold |
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|
2020
Q3 | $445K | Buy |
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