Janiczek 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 | $306K | Sell |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $15.1M | Sell |
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|
2019
Q3 | $15.2M | Sell |
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|
2019
Q2 | $15.3M | Buy |
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|
2019
Q1 | $14.1M | Buy |
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|
2018
Q4 | $11M | Buy |
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