Rockbridge Investment 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
Q2 | $416K | Hold |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $350K | Hold |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $498K | Hold |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $482K | Hold |
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|
2020
Q4 | $439K | Sell |
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|
2020
Q3 | $438K | Hold |
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|
2020
Q2 | $421K | Buy |
|