Marotta Asset 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 | $354K | Sell |
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|
2025
Q2 | $350K | Buy |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $465K | Sell |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $555K | Sell |
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|
2023
Q2 | $649K | Buy |
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|
2022
Q4 | $717K | Sell |
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|
2022
Q3 | $640K | Sell |
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|
2022
Q2 | $753K | Hold |
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|
2022
Q1 | $853K | Sell |
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|
2021
Q4 | $933K | Sell |
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|
2021
Q3 | $959K | Buy |
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|
2021
Q2 | $929K | Buy |
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|
2021
Q1 | $843K | Buy |
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|
2020
Q4 | $706K | Buy |
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|
2020
Q3 | $558K | Sell |
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|
2020
Q2 | $774K | Sell |
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|
2020
Q1 | $689K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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