Imprint 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
2024
Q1
$313K Buy
+12,423
New +$313K 0.08% 219
2023
Q3
Sell
-19,209
Closed -$436K 175
2023
Q2
$436K Buy
19,209
+2,097
+12% +$47.6K 0.28% 101
2023
Q1
$373K Buy
+17,112
New +$373K 0.25% 107