Marquette 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
Q2 | $796K | Hold |
|
|||||
|
2025
Q1 | $765K | Hold |
|
|||||
|
2024
Q4 | $750K | Hold |
|
|||||
|
2024
Q3 | $771K | Hold |
|
|||||
|
2024
Q2 | $710K | Hold |
|
|||||
|
2024
Q1 | $729K | Sell |
|
|||||
|
2023
Q4 | $707K | Sell |
|
|||||
|
2023
Q3 | $656K | Hold |
|
|||||
|
2023
Q2 | $683K | Sell |
|
|||||
|
2023
Q1 | $809K | Sell |
|
|||||
|
2022
Q4 | $1.13M | Hold |
|
|||||
|
2022
Q3 | $998K | Sell |
|
|||||
|
2022
Q2 | $1.07M | Sell |
|
|||||
|
2022
Q1 | $1.23M | Hold |
|
|||||
|
2021
Q4 | $1.26M | Hold |
|
|||||
|
2021
Q3 | $1.16M | Hold |
|
|||||
|
2021
Q2 | $1.18M | Sell |
|
|||||
|
2021
Q1 | $1.13M | Sell |
|
|||||
|
2020
Q4 | $1.03M | Sell |
|
|||||
|
2020
Q3 | $922K | Sell |
|
|||||
|
2020
Q2 | $1.03M | Sell |
|
|||||
|
2020
Q1 | $913K | Sell |
|
|||||
|
2019
Q4 | $1.27M | Hold |
|
|||||
|
2019
Q3 | $1.2M | Buy |
|
|||||
|
2019
Q2 | $1.16M | Sell |
|
|||||
|
2019
Q1 | $1.25M | Sell |
|
|||||
|
2018
Q4 | $1.15M | Buy |
|
|||||
|
2018
Q3 | $1.21M | Hold |
|
|||||
|
2018
Q2 | $1.14M | Sell |
|
|||||
|
2018
Q1 | $1.15M | Sell |
|
|||||
|
2017
Q4 | $1.2M | Buy |
|
|||||
|
2017
Q3 | $1.14M | Sell |
|
|||||
|
2017
Q2 | $1.1M | Sell |
|
|||||
|
2017
Q1 | $1.1M | Buy |
|
|||||
|
2016
Q4 | $1.04M | Buy |
|
|||||
|
2016
Q3 | $919K | Sell |
|
|||||
|
2016
Q2 | $916K | Buy |
|
|||||
|
2016
Q1 | $857K | Buy |
|
|||||
|
2015
Q4 | $729K | Buy |
|