Tortoise Investment Management’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 | $2.17M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $906K | Buy |
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|
2019
Q4 | $702K | Hold |
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|
2019
Q3 | $662K | Buy |
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|
2019
Q2 | $477K | Buy |
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|
2019
Q1 | $452K | Hold |
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|
2018
Q4 | $407K | Buy |
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|
2018
Q3 | $79K | Buy |
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|
2018
Q2 | $61K | Hold |
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|
2018
Q1 | $60K | Hold |
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|
2017
Q4 | $62K | Buy |
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