Axxcess Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,754
| Closed | -$463K | – | 671 |
|
|
2022
Q3 | $463K | Buy |
23,754
+12,438
| +110% | +$242K | 0.04% | 328 |
|
|
2022
Q2 | $235K | Sell |
11,316
-960
| -8% | -$19.9K | 0.02% | 451 |
|
|
2022
Q1 | $292K | Buy |
12,276
+36
| +0.3% | +$856 | 0.02% | 476 |
|
|
2021
Q4 | $299K | Buy |
+12,240
| New | +$299K | 0.02% | 467 |
|