AWA
SCHV icon

Amplius Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Amplius Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-300
Closed -$7K – 757
2021
Q4 		$7K Buy
+300
New +$7K ﹤0.01% 668