LWM
Ledge Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $626K | Buy |
8,924
+63
| +0.7% | +$4.42K | 0.24% | 45 |
|
|
2023
Q3 | $571K | Buy |
8,861
+56
| +0.6% | +$3.61K | 0.26% | 45 |
|
|
2023
Q2 | $591K | Sell |
8,805
-3,374
| -28% | -$226K | 0.28% | 46 |
|
|
2023
Q1 | $799K | Sell |
12,179
-21,665
| -64% | -$1.42M | 0.38% | 46 |
|
|
2022
Q4 | $2.23M | Buy |
33,844
+11,634
| +52% | +$768K | 1.02% | 27 |
|
|
2022
Q3 | $1.3M | Sell |
22,210
-13,315
| -37% | -$779K | 0.8% | 40 |
|
|
2022
Q2 | $2.22M | Buy |
35,525
+7,501
| +27% | +$468K | 1.36% | 22 |
|
|
2022
Q1 | $2M | Buy |
+28,024
| New | +$2M | 1.24% | 21 |
|