DACG
Donor Advised Charitable Giving’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,772
| Closed | -$772K | – | 39 |
|
|
2023
Q1 | $772K | Buy |
11,772
+5,304
| +82% | +$348K | 0.07% | 19 |
|
|
2022
Q4 | $427K | Buy |
+6,468
| New | +$427K | 0.07% | 30 |
|
|
2021
Q2 | – | Sell |
-3,160
| Closed | -$206K | – | 114 |
|
|
2021
Q1 | $206K | Buy |
+3,160
| New | +$206K | 0.02% | 115 |
|
|
2020
Q3 | – | Sell |
-5,250
| Closed | -$263K | – | 72 |
|
|
2020
Q2 | $263K | Hold |
5,250
| – | – | 0.1% | 45 |
|
|
2020
Q1 | $232K | Buy |
+5,250
| New | +$232K | 0.12% | 44 |
|