Homrich & Berg’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $4.68M | Sell |
207,888
-744
| -0.4% | -$16.7K | 0.1% | 82 |
|
2021
Q2 | $4.76M | Sell |
208,632
-477
| -0.2% | -$10.9K | 0.11% | 81 |
|
2021
Q1 | $4.55M | Buy |
209,109
+240
| +0.1% | +$5.22K | 0.12% | 71 |
|
2020
Q4 | $4.15M | Buy |
208,869
+193,710
| +1,278% | +$3.84M | 0.12% | 70 |
|
2020
Q3 | $264K | Buy |
+15,159
| New | +$264K | 0.01% | 281 |
|