LWM
Loveless Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $818K | Buy |
13,109
+1,387
| +12% | +$86.5K | 0.54% | 63 |
|
|
2022
Q1 | $837K | Buy |
11,722
+3,264
| +39% | +$233K | 0.47% | 67 |
|
|
2021
Q4 | $619K | Buy |
8,458
+469
| +6% | +$34.3K | 0.34% | 87 |
|
|
2021
Q3 | $539K | Buy |
7,989
+409
| +5% | +$27.6K | 0.33% | 90 |
|
|
2021
Q2 | $518K | Buy |
7,580
+2,697
| +55% | +$184K | 0.32% | 92 |
|
|
2021
Q1 | $319K | Buy |
4,883
+620
| +15% | +$40.5K | 0.21% | 103 |
|
|
2020
Q4 | $254K | Sell |
4,263
-10
| -0.2% | -$596 | 0.19% | 105 |
|
|
2020
Q3 | $223K | Sell |
4,273
-25
| -0.6% | -$1.31K | 0.19% | 102 |
|
|
2020
Q2 | $215K | Buy |
+4,298
| New | +$215K | 0.2% | 106 |
|