WhitTier Trust Company’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 | $34.1K | Hold |
1,233
| – | – | ﹤0.01% | 870 |
|
|
2025
Q1 | $32.8K | Hold |
1,233
| – | – | ﹤0.01% | 865 |
|
|
2024
Q4 | $32.1K | Hold |
1,233
| – | – | ﹤0.01% | 843 |
|
|
2024
Q3 | $33K | Hold |
1,233
| – | – | ﹤0.01% | 837 |
|
|
2024
Q2 | $30.4K | Hold |
1,233
| – | – | ﹤0.01% | 804 |
|
|
2024
Q1 | $31.2K | Hold |
1,233
| – | – | ﹤0.01% | 768 |
|
|
2023
Q4 | $28.8K | Hold |
1,233
| – | – | ﹤0.01% | 763 |
|
|
2023
Q3 | $26.5K | Hold |
1,233
| – | – | ﹤0.01% | 762 |
|
|
2023
Q2 | $27.6K | Hold |
1,233
| – | – | ﹤0.01% | 791 |
|
|
2023
Q1 | $27K | Hold |
1,233
| – | – | ﹤0.01% | 787 |
|
|
2022
Q4 | $27.1K | Hold |
1,233
| – | – | ﹤0.01% | 788 |
|
|
2022
Q3 | $24K | Hold |
1,233
| – | – | ﹤0.01% | 791 |
|
|
2022
Q2 | $26K | Buy |
+1,233
| New | +$26K | ﹤0.01% | 777 |
|