Heritage Wealth Advisors’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
2019
Q3
Sell
-4,149
Closed -$77.6K 465
2019
Q2
$77.6K Buy
+4,149
New +$77.6K 0.01% 217