Patriot Investment Management Group’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
Q3 | $386K | Sell |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $338K | Buy |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $221K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $201K | Buy |
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