MassMutual Private Wealth & Trust’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 | $940K | Buy |
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|
2025
Q2 | $857K | Buy |
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|
2025
Q1 | $760K | Sell |
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|
2024
Q4 | $798K | Buy |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $585K | Sell |
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|
2024
Q1 | $768K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10K | Buy |
|