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BMS Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

BMS Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$226K Sell
3,369
-3,584
-52% -$240K 0.15% 106
2023
Q1 		$456K Buy
+6,953
New +$456K 0.32% 74
2022
Q4 		– Sell
-16,355
Closed -$957K – 113
2022
Q3 		$957K Buy
+16,355
New +$957K 0.67% 21