Klingman & Associates’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 | $323K | Sell |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $487K | Hold |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $421K | Hold |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $284K | Buy |
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|
2020
Q2 | $212K | Buy |
|