Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $393K | Hold |
17,481
| – | – | 0.23% | 23 |
|
|
2021
Q2 | $398K | Hold |
17,481
| – | – | 0.23% | 22 |
|
|
2021
Q1 | $380K | Hold |
17,481
| – | – | 0.23% | 20 |
|
|
2020
Q4 | $347K | Hold |
17,481
| – | – | 0.22% | 20 |
|
|
2020
Q3 | $304K | Sell |
17,481
-372
| -2% | -$6.47K | 0.24% | 19 |
|
|
2020
Q2 | $298K | Buy |
17,853
+183
| +1% | +$3.06K | 0.24% | 24 |
|
|
2020
Q1 | $261K | Hold |
17,670
| – | – | 0.29% | 15 |
|
|
2019
Q4 | $354K | Buy |
+17,670
| New | +$354K | 0.31% | 15 |
|