Plancorp LLC’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 | $673K | Sell |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $581K | Sell |
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|
2024
Q3 | $598K | Hold |
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|
2024
Q2 | $551K | Hold |
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|
2024
Q1 | $565K | Hold |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $296K | Buy |
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