Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $6.91M | Sell |
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|
2022
Q4 | $14.3M | Sell |
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|
2022
Q3 | $12.7M | Buy |
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|
2022
Q2 | $6.77M | Buy |
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|
2022
Q1 | $7.61M | Sell |
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|
2021
Q4 | $7.98M | Sell |
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|
2021
Q3 | $7.55M | Buy |
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|
2021
Q2 | $7.56M | Sell |
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|
2021
Q1 | $27.7M | Sell |
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|
2020
Q4 | $25.9M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Buy |
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