Gofen & Glossberg’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
Q4 | $353K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $217K | Hold |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $269K | Hold |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $259K | Buy |
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