CMP
Coston McIsaac & Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 731 |
|
|
2025
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 724 |
|
|
2024
Q4 | $1K | Buy |
60
+40
| +200% | +$667 | ﹤0.01% | 723 |
|
|
2024
Q3 | $1 | Hold |
20
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 692 |
|
|
2023
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 697 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$1K | – | 836 |
|
|
2023
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 768 |
|
|
2022
Q4 | $1 | Hold |
20
| – | – | ﹤0.01% | 736 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 655 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 464 |
|