Kays Financial Advisory’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
2019
Q1
Sell
-168,684
Closed -$2.77M 123
2018
Q4
$2.77M Buy
+168,684
New +$2.77M 0.63% 34