Orion Portfolio Solutions’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
Q1 | $6.09M | Sell |
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|
2024
Q4 | $6.92M | Sell |
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|
2024
Q3 | $7.98M | Buy |
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|
2024
Q2 | $6.44M | Sell |
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|
2024
Q1 | $6.8M | Buy |
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|
2023
Q4 | $6.2M | Buy |
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|
2023
Q3 | $4M | Sell |
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|
2023
Q2 | $4.32M | Buy |
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|
2023
Q1 | $858K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6.63M | Buy |
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|
2020
Q3 | $5.76M | Sell |
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|
2020
Q2 | $5.77M | Buy |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $48K | Buy |
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