Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-45
| Closed | -$1K | – | 284 |
|
|
2021
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 358 |
|
|
2021
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 312 |
|
|
2020
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 252 |
|
|
2019
Q4 | – | Sell |
-66
| Closed | -$1K | – | 218 |
|
|
2019
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 258 |
|
|
2019
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 273 |
|
|
2019
Q1 | $1K | Hold |
66
| – | – | ﹤0.01% | 275 |
|
|
2018
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 286 |
|
|
2018
Q3 | $1.26K | Sell |
66
-429
| -87% | -$8.17K | ﹤0.01% | 270 |
|
|
2018
Q2 | $8.77K | Buy |
+495
| New | +$8.77K | 0.01% | 205 |
|