LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,893
| Closed | -$44.2K | – | 854 |
|
|
2023
Q4 | $44.2K | Buy |
+1,893
| New | +$44.2K | 0.05% | 226 |
|
|
2023
Q3 | – | Sell |
-3,066
| Closed | -$68.6K | – | 945 |
|
|
2023
Q2 | $68.6K | Buy |
+3,066
| New | +$68.6K | 0.07% | 150 |
|
|
2023
Q1 | – | Sell |
-198
| Closed | -$4.39K | – | 174 |
|
|
2022
Q4 | $4.39K | Buy |
+198
| New | +$4.39K | 0.01% | 165 |
|