Pathstone Holdings’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
$7.04M Sell
2025
Q1
$9.73M Buy
2024
Q4
$4.77M Buy
2024
Q3
$4.24M Sell
2024
Q2
$3.98M Buy
2024
Q1
$3.77M Buy
2023
Q4
$3.48M Buy