Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $686K | Buy |
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|
2020
Q2 | $655K | Sell |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $2.02M | Buy |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $765K | Buy |
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