Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9
| Closed | -$80 | – | 1482 |
|
|
2024
Q3 | $80 | Buy |
9
+3
| +50% | +$27 | ﹤0.01% | 1262 |
|
|
2024
Q2 | $74 | Buy |
6
+3
| +100% | +$37 | ﹤0.01% | 1212 |
|
|
2024
Q1 | $74 | Hold |
3
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q4 | $70 | Hold |
3
| – | – | ﹤0.01% | 914 |
|
|
2023
Q3 | $64 | Buy |
+3
| New | +$64 | ﹤0.01% | 1126 |
|