Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $271K | Sell |
10,405
-3,194
| -23% | -$83.3K | 0.14% | 89 |
|
|
2024
Q3 | $364K | Buy |
13,599
+153
| +1% | +$4.1K | 0.21% | 71 |
|
|
2024
Q2 | $332K | Hold |
13,446
| – | – | 0.21% | 74 |
|
|
2024
Q1 | $341K | Sell |
13,446
-5,433
| -29% | -$138K | 0.22% | 65 |
|
|
2023
Q4 | $441K | Sell |
18,879
-1,104
| -6% | -$25.8K | 0.31% | 57 |
|
|
2023
Q3 | $429K | Buy |
19,983
+255
| +1% | +$5.48K | 0.34% | 53 |
|
|
2023
Q2 | $441K | Buy |
19,728
+3
| +0% | +$67 | 0.34% | 57 |
|
|
2023
Q1 | $431K | Sell |
19,725
-240
| -1% | -$5.25K | 0.34% | 56 |
|
|
2022
Q4 | $439K | Buy |
+19,965
| New | +$439K | 0.37% | 53 |
|