ICA Group 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
Q2
$14.4K Sell
2024
Q1
$338K Buy
2023
Q4
$299K Buy
2023
Q3
Sell
2023
Q2
$63.3K Hold
2023
Q1
$61.9K Hold
2022
Q4
$62.3K Buy