Shearwater Capital’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 | $291K | Hold |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $271K | Buy |
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