MAM
McCarthy Asset 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 | – | Sell |
-1,601
| Closed | -$114K | – | 241 |
|
|
2022
Q1 | $114K | Buy |
1,601
+5
| +0.3% | +$356 | 0.08% | 51 |
|
|
2021
Q4 | $117K | Buy |
1,596
+6
| +0.4% | +$440 | 0.08% | 52 |
|
|
2021
Q3 | $107K | Buy |
1,590
+6
| +0.4% | +$404 | 0.08% | 53 |
|
|
2021
Q2 | $108K | Buy |
1,584
+6
| +0.4% | +$409 | 0.08% | 57 |
|
|
2021
Q1 | $103K | Buy |
1,578
+5
| +0.3% | +$326 | 0.08% | 57 |
|
|
2020
Q4 | $94K | Buy |
+1,573
| New | +$94K | 0.08% | 58 |
|