M&R Capital Management’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
2024
Q3
$13.6K Buy
2024
Q2
$12.5K Hold
2024
Q1
$12.8K Hold
2023
Q4
$11.8K Hold
2023
Q3
$10.8K Buy
2023
Q2
$11.2K Hold
2023
Q1
$11K Hold
2022
Q4
$11K Buy