Graves Light Lenhart Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,116
| Closed | -$23K | – | 518 |
|
|
2022
Q2 | $23K | Hold |
1,116
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $27K | Hold |
1,116
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $27K | Hold |
1,116
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $25K | Hold |
1,116
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $25K | Hold |
1,116
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $24K | Hold |
1,116
| – | – | ﹤0.01% | 479 |
|
|
2020
Q4 | $22K | Buy |
+1,116
| New | +$22K | ﹤0.01% | 476 |
|