GWMIA
Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-25
| Closed | -$1.75K | – | 379 |
|
|
2023
Q4 | $1.75K | Hold |
25
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $1.61K | Hold |
25
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $1.68K | Buy |
+25
| New | +$1.68K | ﹤0.01% | 402 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$2K | – | 408 |
|
|
2022
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 427 |
|
|
2022
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 402 |
|
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 443 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 576 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 566 |
|
|
2019
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 528 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 601 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 656 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 667 |
|