BlueSky Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.76M | Sell |
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|
2019
Q3 | $4.36M | Buy |
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|
2019
Q2 | $3.91M | Sell |
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|
2019
Q1 | $4.18M | Buy |
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|
2018
Q4 | $3.9M | Buy |
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|
2018
Q3 | $2.21M | Buy |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.32M | Buy |
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|
2017
Q2 | $1.24M | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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