Meritage Portfolio 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 | – | Sell |
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|
2025
Q1 | $830K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $836K | Buy |
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|
2024
Q2 | $761K | Hold |
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|
2024
Q1 | $780K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $782K | Sell |
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|
2022
Q4 | $828K | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $944K | Buy |
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|
2021
Q3 | $862K | Buy |
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|
2021
Q2 | $781K | Sell |
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|
2021
Q1 | $766K | Sell |
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|
2020
Q4 | $749K | Sell |
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|
2020
Q3 | $670K | Sell |
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|
2020
Q2 | $649K | Sell |
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|
2020
Q1 | $1.84M | Buy |
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|
2019
Q4 | $592K | Sell |
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|
2019
Q3 | $719K | Sell |
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|
2019
Q2 | $747K | Buy |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $2.21M | Buy |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $294K | Buy |
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