SeaBridge Investment 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
Q3 | $321K | Hold |
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|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $293K | Hold |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $217K | Buy |
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