Ritholtz Wealth Management’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 | $1.85M | Sell |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $415K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $311K | Buy |
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