Intercontinental Wealth Advisors’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
2023
Q2
$314K Buy
2023
Q1
$307K Buy
2022
Q4
$309K Buy
2022
Q3
$274K Buy
2022
Q2
$292K Hold
2022
Q1
$334K Buy
2021
Q4
$282K Buy
2021
Q3
$250K Hold
2021
Q2
$253K Buy