Mather Group’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 | $913M | Buy |
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|
2025
Q1 | $877M | Buy |
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|
2024
Q4 | $833M | Sell |
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|
2024
Q3 | $864M | Sell |
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|
2024
Q2 | $846M | Buy |
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|
2024
Q1 | $736M | Sell |
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|
2023
Q4 | $739M | Buy |
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|
2023
Q3 | $636M | Buy |
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|
2023
Q2 | $618M | Buy |
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|
2023
Q1 | $563M | Buy |
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|
2022
Q4 | $525M | Buy |
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|
2022
Q3 | $419M | Buy |
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|
2022
Q2 | $425M | Buy |
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|
2022
Q1 | $478M | Buy |
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|
2021
Q4 | $471M | Buy |
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|
2021
Q3 | $402M | Buy |
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|
2021
Q2 | $373M | Buy |
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|
2021
Q1 | $322M | Buy |
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|
2020
Q4 | $251M | Buy |
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|
2020
Q3 | $186M | Buy |
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|
2020
Q2 | $152M | Buy |
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|
2020
Q1 | $112M | Sell |
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|
2019
Q4 | $153M | Buy |
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|
2019
Q3 | $132M | Buy |
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|
2019
Q2 | $123M | Buy |
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|
2019
Q1 | $113M | Buy |
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|
2018
Q4 | $93.6M | Buy |
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|
2018
Q3 | $101M | Buy |
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|
2018
Q2 | $69.9M | Buy |
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|
2018
Q1 | $23.7M | Buy |
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|
2017
Q4 | $19.9M | Buy |
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|
2017
Q3 | $15.6M | Buy |
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|
2017
Q2 | $11.2M | Buy |
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|
2017
Q1 | $5.76M | Buy |
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|
2016
Q4 | $819K | Buy |
|