Shepherd Kaplan Krochuk’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 | $5.51M | Sell |
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|
2025
Q1 | $5.38M | Buy |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $6.2M | Sell |
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|
2024
Q2 | $6.31M | Buy |
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|
2024
Q1 | $6.24M | Buy |
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|
2023
Q4 | $5.59M | Sell |
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|
2023
Q3 | $5.62M | Buy |
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|
2023
Q2 | $5.71M | Sell |
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|
2023
Q1 | $5.65M | Sell |
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|
2022
Q4 | $5.82M | Sell |
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|
2022
Q3 | $5.31M | Sell |
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|
2022
Q2 | $6.68M | Buy |
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|
2022
Q1 | $7.4M | Sell |
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|
2021
Q4 | $8.64M | Sell |
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|
2021
Q3 | $9.28M | Sell |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $9.71M | Sell |
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|
2020
Q4 | $9.96M | Buy |
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|
2020
Q3 | $8.6M | Buy |
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|
2020
Q2 | $6.56M | Buy |
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