Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $79K | Buy |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $75K | Buy |
|