Sage Mountain Advisors’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 | $515K | Hold |
|
|||||
|
2025
Q1 | $495K | Sell |
|
|||||
|
2024
Q4 | $488K | Hold |
|
|||||
|
2024
Q3 | $502K | Hold |
|
|||||
|
2024
Q2 | $462K | Hold |
|
|||||
|
2024
Q1 | $474K | Buy |
|
|||||
|
2023
Q4 | $72.6K | Hold |
|
|||||
|
2023
Q3 | $66.7K | Hold |
|
|||||
|
2023
Q2 | $69.4K | Buy |
|
|||||
|
2023
Q1 | $2.29K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $686K | Buy |
|