Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $839K | Sell |
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|
2022
Q3 | $851K | Sell |
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|
2022
Q2 | $967K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $2.05M | Sell |
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|
2021
Q1 | $2.18M | Sell |
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|
2020
Q4 | $3.4M | Sell |
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|
2020
Q3 | $3.81M | Sell |
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|
2020
Q2 | $4.46M | Sell |
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|
2020
Q1 | $3.98M | Buy |
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|
2019
Q4 | $3.23M | Buy |
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