Woodmont Investment Counsel’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 | $2.88M | Hold |
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|
2025
Q1 | $2.77M | Hold |
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|
2024
Q4 | $2.71M | Sell |
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|
2024
Q3 | $2.79M | Hold |
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|
2024
Q2 | $2.57M | Hold |
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|
2024
Q1 | $2.64M | Hold |
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|
2023
Q4 | $2.44M | Hold |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.05M | Sell |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.54M | Sell |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $2.4M | Hold |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $2.08M | Hold |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $32K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $28K | Hold |
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|
2015
Q2 | $30K | Buy |
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