Traverso Chambers Private 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
2023
Q4
$13.3M Buy
2023
Q3
$11.6M Buy
2023
Q2
$11.8M Buy
2023
Q1
$11.1M Buy
2022
Q4
$10.7M Sell
2022
Q3
$9.61M Buy
2022
Q2
$9.88M Buy
2022
Q1
$11.1M Sell
2021
Q4
$11.6M Sell
2021
Q3
$10.8M Buy
2021
Q2
$10.7M Buy
2021
Q1
$10.2M Sell
2020
Q4
$9.52M Buy
2020
Q3
$8.3M Sell
2020
Q2
$8.1M Buy