Northwest Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $66.5K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $62.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $53.4K | Hold |
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|
2023
Q2 | $55.6K | Hold |
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|
2023
Q1 | $54.3K | Hold |
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|
2022
Q4 | $54.7K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $61K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $43K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $47K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $47K | Hold |
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|
2017
Q2 | $45K | Buy |
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