MTWM
SCHV

Masso Torrence Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Masso Torrence Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,311
Closed -$32K – 304
2021
Q4 		$32K Buy
+1,311
New +$31.1K 0.02% 182

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Betterment LLC
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Masso Torrence Wealth Management's SCHV Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 1,311 shares — an estimated $32K sold.

Masso Torrence Wealth Management first reported a position in SCHV in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 641 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,311 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $32K.
  • Masso Torrence Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Schwab US Large-Cap Value ETF position peaked at $32K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.