Mill Creek Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
160,918
+120,582
| +299% | +$3.34M | 0.1% | 60 |
|
|
2025
Q1 | $1.07M | Buy |
40,336
+1,525
| +4% | +$40.5K | 0.03% | 112 |
|
|
2024
Q4 | $1.01M | Hold |
38,811
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $1.04M | Hold |
38,811
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $958K | Hold |
38,811
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $983K | Buy |
38,811
+2,583
| +7% | +$65.4K | 0.03% | 105 |
|
|
2023
Q4 | $847K | Buy |
+36,228
| New | +$847K | 0.03% | 112 |
|