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Linscomb Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Linscomb Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,805
Closed -$210K – 319
2022
Q1 		$210K Hold
8,805
– – 0.01% 323
2021
Q4 		$215K Buy
+8,805
New +$215K 0.01% 316