Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $971K | Sell |
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|
2024
Q2 | $941K | Sell |
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|
2024
Q1 | $996K | Sell |
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|
2023
Q4 | $925K | Buy |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $895K | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.82M | Hold |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.54M | Sell |
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|
2019
Q4 | $2.73M | Hold |
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|
2019
Q3 | $2.73M | Buy |
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|
2019
Q2 | $2.7M | Sell |
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|
2019
Q1 | $2.63M | Sell |
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|
2018
Q4 | $2.42M | Buy |
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