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D.B. Root & Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

D.B. Root & Company’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-21,600
Closed -$1.21M – 208
2018
Q3 		$1.21M Buy
21,600
+3,963
+22% +$222K 0.53% 54
2018
Q2 		$937K Buy
+17,637
New +$937K 0.44% 75