MAI 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
Q2 | $27M | Sell |
|
|||||
|
2025
Q1 | $26M | Buy |
|
|||||
|
2024
Q4 | $25.2M | Sell |
|
|||||
|
2024
Q3 | $25.9M | Sell |
|
|||||
|
2024
Q2 | $24M | Buy |
|
|||||
|
2024
Q1 | $24.4M | Buy |
|
|||||
|
2023
Q4 | $8.96M | Sell |
|
|||||
|
2023
Q3 | $9.35M | Buy |
|
|||||
|
2023
Q2 | $6.27M | Sell |
|
|||||
|
2023
Q1 | $6.17M | Sell |
|
|||||
|
2022
Q4 | $6.3M | Sell |
|
|||||
|
2022
Q3 | $5.61M | Sell |
|
|||||
|
2022
Q2 | $6.12M | Buy |
|
|||||
|
2022
Q1 | $6.97M | Sell |
|
|||||
|
2021
Q4 | $7.23M | Sell |
|
|||||
|
2021
Q3 | $6.9M | Sell |
|
|||||
|
2021
Q2 | $7.19M | Buy |
|
|||||
|
2021
Q1 | $239K | Buy |
|