Mid Atlantic Financial 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
2021
Q3
$200K Sell
8,898
-816
-8% -$18.3K 0.01% 832
2021
Q2
$221K Sell
9,714
-54
-0.6% -$1.23K 0.01% 799
2021
Q1
$213K Buy
+9,768
New +$213K 0.02% 750