LeJeune Puetz Investment Counsel’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
Q1 | $1.57M | Hold |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.41M | Hold |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $804K | Buy |
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|
2020
Q2 | $699K | Sell |
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|
2020
Q1 | $696K | Buy |
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|
2019
Q4 | $788K | Buy |
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|
2019
Q3 | $665K | Buy |
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|
2019
Q2 | $638K | Hold |
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|
2019
Q1 | $622K | Buy |
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|
2018
Q4 | $558K | Buy |
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