Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $2.69M | Sell |
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|
2020
Q2 | $2.68M | Sell |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $3.53M | Sell |
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|
2019
Q3 | $3.34M | Buy |
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|
2019
Q2 | $2.47M | Buy |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.51M | Buy |
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|
2018
Q3 | $706K | Buy |
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|
2018
Q2 | $424K | Buy |
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|
2018
Q1 | $369K | Buy |
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|
2017
Q4 | $308K | Buy |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $268K | Buy |
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