LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4K | Hold |
228
| – | – | ﹤0.01% | 500 |
|
|
2020
Q2 | $4K | Sell |
228
-633
| -74% | -$11.1K | ﹤0.01% | 502 |
|
|
2020
Q1 | $13K | Buy |
861
+9
| +1% | +$136 | 0.01% | 372 |
|
|
2019
Q4 | $17K | Buy |
852
+9
| +1% | +$180 | 0.01% | 367 |
|
|
2019
Q3 | $16K | Buy |
843
+12
| +1% | +$228 | 0.01% | 367 |
|
|
2019
Q2 | $16K | Buy |
831
+39
| +5% | +$751 | 0.01% | 363 |
|
|
2019
Q1 | $14K | Buy |
792
+141
| +22% | +$2.49K | 0.01% | 380 |
|
|
2018
Q4 | $11K | Sell |
651
-297
| -31% | -$5.02K | 0.01% | 381 |
|
|
2018
Q3 | $18K | Buy |
948
+636
| +204% | +$12.1K | 0.01% | 346 |
|
|
2018
Q2 | $6K | Hold |
312
| – | – | ﹤0.01% | 419 |
|
|
2018
Q1 | $5K | Buy |
+312
| New | +$5K | ﹤0.01% | 418 |
|