LifePlan Financial Group’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
Q3
$4K Hold
2020
Q2
$4K Sell
2020
Q1
$13K Buy
2019
Q4
$17K Buy
2019
Q3
$16K Buy
2019
Q2
$16K Buy
2019
Q1
$14K Buy
2018
Q4
$11K Sell
2018
Q3
$18K Buy
2018
Q2
$6K Hold
2018
Q1
$5K Buy