FFWM
Future Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$38K | – | 395 |
|
|
2024
Q1 | $38K | Buy |
+500
| New | +$38K | 0.03% | 291 |
|
|
2022
Q4 | – | Sell |
-3,500
| Closed | -$218K | – | 130 |
|
|
2022
Q3 | $218K | Hold |
3,500
| – | – | 0.25% | 103 |
|
|
2022
Q2 | $250K | Hold |
3,500
| – | – | 0.24% | 103 |
|
|
2022
Q1 | $250K | Hold |
3,500
| – | – | 0.21% | 103 |
|
|
2021
Q4 | $257K | Hold |
3,500
| – | – | 0.21% | 104 |
|
|
2021
Q3 | $239K | Hold |
3,500
| – | – | 0.25% | 101 |
|
|
2021
Q2 | $239K | Hold |
3,500
| – | – | 0.25% | 101 |
|
|
2021
Q1 | $228K | Hold |
3,500
| – | – | 0.26% | 95 |
|
|
2020
Q4 | $208K | Buy |
+3,500
| New | +$208K | 0.24% | 107 |
|