IWA
Intercontinental Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $314K | Buy |
4,687
+2
| +0% | +$134 | 0.08% | 254 |
|
|
2023
Q1 | $307K | Buy |
4,685
+1
| +0% | +$66 | 0.08% | 259 |
|
|
2022
Q4 | $309K | Buy |
4,684
+2
| +0% | +$132 | 0.09% | 232 |
|
|
2022
Q3 | $274K | Buy |
4,682
+2
| +0% | +$117 | 0.09% | 235 |
|
|
2022
Q2 | $292K | Hold |
4,680
| – | – | 0.08% | 231 |
|
|
2022
Q1 | $334K | Buy |
4,680
+835
| +22% | +$59.6K | 0.08% | 228 |
|
|
2021
Q4 | $282K | Buy |
3,845
+145
| +4% | +$10.6K | 0.06% | 252 |
|
|
2021
Q3 | $250K | Hold |
3,700
| – | – | 0.06% | 255 |
|
|
2021
Q2 | $253K | Buy |
+3,700
| New | +$253K | 0.05% | 257 |
|