Lenox 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
2020
Q2
$111K Buy
2020
Q1
$95K Sell
2019
Q4
$131K Buy
2019
Q3
$58K Buy
2019
Q2
$40K Buy
2019
Q1
$4K Buy