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Concord Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Concord Wealth Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-52
Closed -$3.35K – 997
2023
Q3 		$3.35K Buy
+52
New +$3.35K ﹤0.01% 785
2023
Q1 		– Sell
-69
Closed -$4.56K – 1187
2022
Q4 		$4.56K Buy
+69
New +$4.56K ﹤0.01% 785