Leo Brokerage’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $749K | Sell |
36,000
-306
| -0.8% | -$6.37K | 0.2% | 70 |
|
|
2022
Q1 | $864K | Buy |
+36,306
| New | +$864K | 0.14% | 107 |
|
|
2021
Q3 | $1.19M | Sell |
52,860
-9,714
| -16% | -$219K | 0.22% | 56 |
|
|
2021
Q2 | $1.43M | Sell |
62,574
-9,489
| -13% | -$216K | 0.29% | 53 |
|
|
2021
Q1 | $1.57M | Sell |
72,063
-444
| -0.6% | -$9.66K | 0.44% | 42 |
|
|
2020
Q4 | $1.44M | Sell |
72,507
-443,052
| -86% | -$8.79M | 0.46% | 44 |
|
|
2020
Q3 | $8.61M | Buy |
+515,559
| New | +$8.61M | 3.56% | 8 |
|