Baldrige Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $813K | Buy |
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|
2022
Q4 | $818K | Sell |
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|
2022
Q3 | $751K | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $960K | Sell |
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|
2021
Q3 | $885K | Sell |
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|
2021
Q2 | $898K | Sell |
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|
2021
Q1 | $861K | Buy |
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|
2020
Q4 | $718K | Buy |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $742K | Sell |
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|
2019
Q3 | $702K | Buy |
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|
2019
Q2 | $674K | Buy |
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|
2019
Q1 | $647K | Buy |
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