M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.6K | Buy |
507
+3
| +0.6% | +$80 | ﹤0.01% | 358 |
|
|
2024
Q2 | $12.5K | Hold |
504
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $12.8K | Hold |
504
| – | – | ﹤0.01% | 345 |
|
|
2023
Q4 | $11.8K | Hold |
504
| – | – | ﹤0.01% | 379 |
|
|
2023
Q3 | $10.8K | Buy |
504
+3
| +0.6% | +$64 | ﹤0.01% | 371 |
|
|
2023
Q2 | $11.2K | Hold |
501
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $11K | Hold |
501
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $11K | Buy |
+501
| New | +$11K | ﹤0.01% | 346 |
|