LFA
Level Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-155
| Closed | -$10.9K | – | 226 |
|
|
2023
Q4 | $10.9K | Hold |
155
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $9.98K | Sell |
155
-54
| -26% | -$3.48K | 0.01% | 194 |
|
|
2023
Q2 | $14.1K | Sell |
209
-5
| -2% | -$336 | 0.01% | 170 |
|
|
2023
Q1 | $14.1K | Sell |
214
-2
| -0.9% | -$131 | 0.01% | 157 |
|
|
2022
Q4 | $14K | Sell |
216
-178
| -45% | -$11.5K | 0.01% | 147 |
|
|
2022
Q3 | $23K | Sell |
394
-402
| -51% | -$23.5K | 0.02% | 128 |
|
|
2022
Q2 | $50K | Sell |
796
-217
| -21% | -$13.6K | 0.04% | 99 |
|
|
2022
Q1 | $72K | Sell |
1,013
-242
| -19% | -$17.2K | 0.06% | 71 |
|
|
2021
Q4 | $92K | Buy |
+1,255
| New | +$92K | 0.07% | 66 |
|