Kades & Cheifetz’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
Q4
$271K Sell
2024
Q3
$364K Buy
2024
Q2
$332K Hold
2024
Q1
$341K Sell
2023
Q4
$441K Sell
2023
Q3
$429K Buy
2023
Q2
$441K Buy
2023
Q1
$431K Sell
2022
Q4
$439K Buy