GP
SCHV

Girard Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Girard Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,147
Closed -$227K – 709
2018
Q3 		$227K Sell
12,147
-216
-2% -$4K 0.04% 234
2018
Q2 		$219K Sell
12,363
-1,551
-11% -$27.7K 0.04% 241
2018
Q1 		$245K Buy
13,914
+213
+2% +$3.9K 0.06% 206
2017
Q4 		$250K Buy
13,701
+336
+3% +$5.98K 0.05% 234
2017
Q3 		$231K Hold
13,365
– – 0.05% 228
2017
Q2 		$224K Hold
13,365
– – 0.05% 235
2017
Q1 		$221K Buy
+13,365
New +$220K 0.05% 216

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