Cypress Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,595
Closed -$205K 255
2022
Q1
$205K Buy
+8,595
New +$205K 0.06% 229
2021
Q2
Sell
-9,291
Closed -$202K 303
2021
Q1
$202K Buy
+9,291
New +$202K 0.04% 283