Stifel Financial’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 | $3.18M | Buy |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $273K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Buy |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $238K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $551K | Hold |
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|
2017
Q2 | $534K | Buy |
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|
2017
Q1 | $404K | Buy |
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|
2016
Q4 | $245K | Buy |
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