UMB Bank’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 | $732K | Hold |
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|
2025
Q1 | $703K | Hold |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $709K | Hold |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $577K | Hold |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $515K | Hold |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $114K | Buy |
|