True North Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.08M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.74M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $6.69M | Sell |
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|
2022
Q2 | $7.3M | Sell |
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|
2022
Q1 | $8.73M | Buy |
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|
2021
Q4 | $8.49M | Buy |
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|
2021
Q3 | $7.7M | Buy |
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|
2021
Q2 | $7.7M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.71M | Buy |
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|
2020
Q3 | $4.46M | Buy |
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|
2020
Q2 | $3.67M | Buy |
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|
2020
Q1 | $2.93M | Buy |
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|
2019
Q4 | $3.49M | Buy |
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