Frontier Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $726K | Sell |
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|
2021
Q3 | $702K | Buy |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $490K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $353K | Sell |
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|
2020
Q1 | $596K | Sell |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.44M | Sell |
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|
2019
Q1 | $1.41M | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $1.61M | Sell |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $1.69M | Buy |
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|
2017
Q4 | $1.57M | Sell |
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|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $1.52M | Buy |
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|
2017
Q1 | $1.49M | Sell |
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|
2016
Q4 | $1.61M | Sell |
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|
2016
Q3 | $1.72M | Sell |
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|
2016
Q2 | $2.04M | Buy |
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|
2016
Q1 | $1.9M | Sell |
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|
2015
Q4 | $1.99M | Buy |
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|
2015
Q3 | $1.85M | Buy |
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|
2015
Q2 | $1.96M | Buy |
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|
2015
Q1 | $1.95M | Sell |
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|
2014
Q4 | $2.29M | Buy |
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