MGIA
Matthew Goff Investment Advisor’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-80,865
| Closed | -$2.15M | – | 102 |
|
|
2025
Q1 | $2.15M | Buy |
80,865
+51
| +0.1% | +$1.36K | 0.4% | 47 |
|
|
2024
Q4 | $2.11M | Buy |
80,814
+53,723
| +198% | +$1.4M | 0.39% | 48 |
|
|
2024
Q3 | $2.18M | Sell |
27,091
-73
| -0.3% | -$5.87K | 0.41% | 48 |
|
|
2024
Q2 | $2.01M | Buy |
+27,164
| New | +$2.01M | 0.41% | 49 |
|
|
2023
Q3 | – | Sell |
-31,779
| Closed | -$2.13M | – | 95 |
|
|
2023
Q2 | $2.13M | Sell |
31,779
-19
| -0.1% | -$1.28K | 0.5% | 42 |
|
|
2023
Q1 | $2.09M | Buy |
+31,798
| New | +$2.09M | 0.52% | 42 |
|
|
2022
Q3 | – | Sell |
-14,113
| Closed | -$881K | – | 81 |
|
|
2022
Q2 | $881K | Buy |
+14,113
| New | +$881K | 0.24% | 51 |
|