Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,199
| Closed | -$220K | – | 60 |
|
|
2024
Q3 | $220K | Hold |
8,199
| – | – | 0.07% | 54 |
|
|
2024
Q2 | $202K | Sell |
8,199
-432
| -5% | -$10.7K | 0.08% | 49 |
|
|
2024
Q1 | $219K | Sell |
8,631
-2,364
| -22% | -$59.9K | 0.1% | 45 |
|
|
2023
Q4 | $257K | Sell |
10,995
-1,179
| -10% | -$27.6K | 0.13% | 51 |
|
|
2023
Q3 | $262K | Sell |
12,174
-1,227
| -9% | -$26.4K | 0.17% | 57 |
|
|
2023
Q2 | $300K | Sell |
13,401
-8,700
| -39% | -$195K | 0.2% | 48 |
|
|
2023
Q1 | $483K | Sell |
22,101
-483
| -2% | -$10.6K | 0.35% | 37 |
|
|
2022
Q4 | $497K | Buy |
+22,584
| New | +$497K | 0.43% | 33 |
|