BPWA
Beacon Pointe Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $375K | Sell |
6,265
-2,848
| -31% | -$170K | 0.07% | 188 |
|
|
2019
Q3 | $516K | Buy |
9,113
+469
| +5% | +$26.6K | 0.11% | 156 |
|
|
2019
Q2 | $485K | Buy |
8,644
+153
| +2% | +$8.59K | 0.1% | 162 |
|
|
2019
Q1 | $465K | Sell |
8,491
-241
| -3% | -$13.2K | 0.11% | 160 |
|
|
2018
Q4 | $429K | Buy |
+8,732
| New | +$429K | 0.15% | 138 |
|