Tradition Wealth 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 | $26.1M | Buy |
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|
2025
Q1 | $24.8M | Buy |
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|
2024
Q4 | $24.1M | Buy |
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|
2024
Q3 | $24.6M | Buy |
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|
2024
Q2 | $22.2M | Sell |
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|
2024
Q1 | $25.3M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $19.8M | Buy |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $17.9M | Buy |
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|
2021
Q2 | $17.8M | Buy |
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|
2021
Q1 | $16.2M | Buy |
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|
2020
Q4 | $14.1M | Buy |
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