Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $7.52M | Sell |
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|
2019
Q3 | $8.28M | Sell |
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|
2019
Q2 | $8.38M | Buy |
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|
2019
Q1 | $8.15M | Sell |
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|
2018
Q4 | $7.97M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $32K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $35K | Buy |
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|
2017
Q2 | $34K | Buy |
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|
2017
Q1 | $35K | Buy |
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|
2016
Q4 | $33K | Buy |
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|
2016
Q3 | $30K | Buy |
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