Disciplined Investments’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
2020
Q4
Sell
-2,550
Closed -$44K 401
2020
Q3
$44K Buy
2,550
+15
+0.6% +$259 0.03% 167
2020
Q2
$42K Sell
2,535
-1,008
-28% -$16.7K 0.03% 178
2020
Q1
$52K Buy
3,543
+1,023
+41% +$15K 0.05% 151
2019
Q4
$51K Buy
+2,520
New +$51K 0.04% 164