JFG Wealth Management’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
2021 Q1	–	Sell	-14,361	Closed	-$284K	–	42
2020 Q4	$284K	Buy	+14,361	New	+$284K	0.15%	40
2019 Q1	–	Sell	-319,728	Closed	-$5.25M	–	23
2018 Q4	$5.25M	Buy	+319,728	New	+$5.25M	4.72%	3