Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12
| Closed | -$321 | – | 600 |
|
|
2024
Q3 | $321 | Hold |
12
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $296 | Hold |
12
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $304 | Buy |
+12
| New | +$304 | ﹤0.01% | 556 |
|
|
2022
Q3 | – | Sell |
-4,215
| Closed | -$88K | – | 535 |
|
|
2022
Q2 | $88K | Buy |
+4,215
| New | +$88K | 0.04% | 277 |
|
|
2022
Q1 | – | Sell |
-348
| Closed | -$8K | – | 471 |
|
|
2021
Q4 | $8K | Hold |
348
| – | – | ﹤0.01% | 442 |
|
|
2021
Q3 | $8K | Hold |
348
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $8K | Buy |
+348
| New | +$8K | ﹤0.01% | 436 |
|