Trust Company of Vermont’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02K Hold
37
﹤0.01% 1035
2025
Q1
$983 Buy
37
+31
+517% +$824 ﹤0.01% 976
2024
Q4
$156 Buy
+6
New +$156 ﹤0.01% 1031
2022
Q4
Sell
-897
Closed -$17K 967
2022
Q3
$17K Buy
+897
New +$17K ﹤0.01% 624