Moneta Group Investment Advisors’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 | $126M | Buy |
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|
2025
Q1 | $102M | Buy |
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|
2024
Q4 | $89.3M | Sell |
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|
2024
Q3 | $88.7M | Buy |
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|
2024
Q2 | $75.4M | Buy |
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|
2024
Q1 | $76.4M | Buy |
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|
2023
Q4 | $51.7M | Buy |
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|
2023
Q3 | $44.3M | Buy |
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|
2023
Q2 | $43.7M | Buy |
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|
2023
Q1 | $38M | Buy |
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|
2022
Q4 | $36.3M | Buy |
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|
2022
Q3 | $26.8M | Sell |
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|
2022
Q2 | $30.9M | Buy |
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|
2022
Q1 | $21.9M | Buy |
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|
2021
Q4 | $19.5M | Buy |
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|
2021
Q3 | $16.2M | Buy |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $8.22M | Buy |
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|
2020
Q3 | $6.64M | Buy |
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|
2020
Q2 | $5.98M | Sell |
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|
2020
Q1 | $5.45M | Buy |
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|
2019
Q4 | $5.26M | Buy |
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|
2019
Q3 | $4.39M | Sell |
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|
2019
Q2 | $4.48M | Buy |
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|
2019
Q1 | $2.33M | Sell |
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|
2018
Q4 | $2.31M | Buy |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $179K | Buy |
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|
2017
Q4 | $116K | Buy |
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