B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.19K | Buy |
57,222
+11,337
| +25% | +$236 | ﹤0.01% | 278 |
|
|
2022
Q1 | $1.09M | Buy |
45,885
+10,236
| +29% | +$244K | 0.08% | 202 |
|
|
2021
Q4 | $870K | Sell |
35,649
-510
| -1% | -$12.4K | 0.06% | 252 |
|
|
2021
Q3 | $813K | Buy |
+36,159
| New | +$813K | 0.06% | 255 |
|
|
2020
Q3 | – | Sell |
-28,023
| Closed | -$468K | – | 512 |
|
|
2020
Q2 | $468K | Buy |
28,023
+1,509
| +6% | +$25.2K | 0.05% | 232 |
|
|
2020
Q1 | $391K | Buy |
+26,514
| New | +$391K | 0.04% | 307 |
|