Capital Wealth Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-33,687
Closed -$497K 187
2020
Q1
$497K Sell
33,687
-5,631
-14% -$83.1K 0.03% 124
2019
Q4
$788K Buy
39,318
+441
+1% +$8.84K 0.05% 96
2019
Q3
$739K Sell
38,877
-5,091
-12% -$96.8K 0.05% 109
2019
Q2
$823K Buy
+43,968
New +$823K 0.06% 91