Gray Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $650K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $638K | Hold |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $623K | Buy |
|