Clear Point Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-780
| Closed | -$20.9K | – | 454 |
|
|
2024
Q3 | $20.9K | Buy |
780
+9
| +1% | +$241 | 0.02% | 277 |
|
|
2024
Q2 | $19.1K | Hold |
771
| – | – | 0.02% | 272 |
|
|
2024
Q1 | $19.5K | Buy |
771
+3
| +0.4% | +$76 | 0.02% | 277 |
|
|
2023
Q4 | $17.9K | Buy |
+768
| New | +$17.9K | 0.02% | 274 |
|