BerganKDV Wealth 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
Q2 | $1.74M | Sell |
|
|||||
|
2023
Q1 | $1.7M | Sell |
|
|||||
|
2022
Q4 | $1.72M | Sell |
|
|||||
|
2022
Q3 | $1.69M | Sell |
|
|||||
|
2022
Q2 | $2.68M | Sell |
|
|||||
|
2022
Q1 | $3.25M | Sell |
|
|||||
|
2021
Q4 | $3.41M | Sell |
|
|||||
|
2021
Q3 | $3.31M | Buy |
|
|||||
|
2021
Q2 | $3.26M | Sell |
|
|||||
|
2021
Q1 | $4.2M | Sell |
|
|||||
|
2020
Q4 | $4.15M | Sell |
|
|||||
|
2020
Q3 | $3.77M | Sell |
|
|||||
|
2020
Q2 | $5.12M | Sell |
|
|||||
|
2020
Q1 | $5.37M | Buy |
|
|||||
|
2019
Q4 | $5.63M | Buy |
|