LRPA
SCHV

L. Roy Papp & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

L. Roy Papp & Associates’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-22,038
Closed -$388K – 162
2018
Q1 		$388K Sell
22,038
-60
-0.3% -$1.1K 0.07% 126
2017
Q4 		$403K Buy
+22,098
New +$393K 0.08% 117
2017
Q3 		– Sell
-21,738
Closed -$364K – 139
2017
Q2 		$364K Buy
+21,738
New +$361K 0.08% 120
2017
Q1 		– Sell
-21,738
Closed -$348K – 149
2016
Q4 		$348K Buy
+21,738
New +$337K 0.08% 121

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KF
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