Executive 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
2019
Q3
Sell
-96
Closed -$2K 661
2019
Q2
$2K Sell
96
-300
-76% -$6.25K ﹤0.01% 805
2019
Q1
$7K Buy
396
+300
+313% +$5.3K ﹤0.01% 608
2018
Q4
$2K Buy
+96
New +$2K ﹤0.01% 776