FAM
Foothills Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $615K | Buy |
13,901
+1,621
| +13% | +$71.7K | 0.53% | 52 |
|
|
2019
Q4 | $738K | Buy |
12,280
+375
| +3% | +$22.5K | 0.53% | 52 |
|
|
2019
Q3 | $675K | Buy |
11,905
+153
| +1% | +$8.68K | 0.51% | 53 |
|
|
2019
Q2 | $660K | Buy |
11,752
+2,881
| +32% | +$162K | 0.51% | 51 |
|
|
2019
Q1 | $486K | Buy |
8,871
+132
| +2% | +$7.23K | 0.38% | 54 |
|
|
2018
Q4 | $431K | Buy |
8,739
+1,116
| +15% | +$55K | 0.37% | 53 |
|
|
2018
Q3 | $427K | Buy |
7,623
+1,248
| +20% | +$69.9K | 0.33% | 52 |
|
|
2018
Q2 | $339K | Buy |
6,375
+630
| +11% | +$33.5K | 0.26% | 54 |
|
|
2018
Q1 | $304K | Buy |
5,745
+1,556
| +37% | +$82.3K | 0.24% | 57 |
|
|
2017
Q4 | $229K | Buy |
+4,189
| New | +$229K | 0.17% | 61 |
|