SIA
SeaBridge Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
11,040
| – | – | 0.06% | 168 |
|
|
2025
Q1 | $293K | Hold |
11,040
| – | – | 0.06% | 167 |
|
|
2024
Q4 | $288K | Buy |
11,040
+7,750
| +236% | +$202K | 0.06% | 175 |
|
|
2024
Q3 | $264K | Hold |
3,290
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $244K | Hold |
3,290
| – | – | 0.06% | 135 |
|
|
2024
Q1 | $250K | Hold |
3,290
| – | – | 0.07% | 134 |
|
|
2023
Q4 | $231K | Hold |
3,290
| – | – | 0.07% | 141 |
|
|
2023
Q3 | $212K | Hold |
3,290
| – | – | 0.07% | 127 |
|
|
2023
Q2 | $221K | Hold |
3,290
| – | – | 0.07% | 122 |
|
|
2023
Q1 | $216K | Hold |
3,290
| – | – | 0.08% | 122 |
|
|
2022
Q4 | $217K | Buy |
+3,290
| New | +$217K | 0.08% | 121 |
|