Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $361K | Hold |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $371K | Buy |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $2.88M | Buy |
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|
2019
Q3 | $2.59M | Buy |
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|
2019
Q2 | $2.45M | Buy |
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|
2019
Q1 | $2.36M | Buy |
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