Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $66K | Buy |
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2021
Q2 | $67K | Buy |
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|
2021
Q1 | $63K | Buy |
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|
2020
Q4 | $58K | Sell |
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|
2020
Q3 | $146K | Buy |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $121K | Buy |
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|
2019
Q4 | $164K | Buy |
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|
2019
Q3 | $152K | Buy |
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|
2019
Q2 | $149K | Hold |
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|
2019
Q1 | $145K | Buy |
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|
2018
Q4 | $130K | Buy |
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