Elm Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $321K | Hold |
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|
2020
Q1 | $284K | Hold |
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|
2019
Q4 | $385K | Hold |
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|
2019
Q3 | $364K | Hold |
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|
2019
Q2 | $360K | Hold |
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|
2019
Q1 | $351K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $202K | Hold |
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|
2018
Q1 | $201K | Hold |
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|
2017
Q4 | $208K | Buy |
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