Clear Perspectives Financial Planning’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
Q1
$59K Hold
2022
Q4
$59.4K Hold
2022
Q3
$53K Hold
2022
Q2
$56K Hold
2022
Q1
$64K Buy