Private Trust Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Private Trust Company’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$133K	Sell
2025 Q2	$128K	Buy
2025 Q1	$74.1K	Buy
2024 Q4	$235	Hold
2024 Q3	$241	Sell
2024 Q2	$9.56K	Buy
2024 Q1	$8.13K	Buy
2023 Q4	–	Sell
2023 Q3	$645	Sell
2023 Q2	$4.09K	Hold
2023 Q1	$4K	Buy