Kolinsky Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $875K | Buy |
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|
2023
Q2 | $898K | Buy |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $859K | Buy |
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|
2022
Q3 | $757K | Buy |
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|
2022
Q2 | $799K | Buy |
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|
2022
Q1 | $904K | Sell |
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|
2021
Q4 | $963K | Buy |
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