Missouri Trust & Investment Company’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 | $124K | Hold |
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|
2025
Q1 | $119K | Sell |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $136K | Sell |
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|
2024
Q2 | $144K | Sell |
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|
2024
Q1 | $161K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $136K | Sell |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $168K | Hold |
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|
2022
Q4 | $169K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $188K | Hold |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $221K | Buy |
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