MinichMacGregor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-31,764
| Closed | -$636K | – | 112 |
|
|
2019
Q4 | $636K | Buy |
31,764
+2,499
| +9% | +$50K | 0.35% | 35 |
|
|
2019
Q3 | $553K | Sell |
29,265
-6,957
| -19% | -$131K | 0.37% | 33 |
|
|
2019
Q2 | $682K | Buy |
36,222
+15,426
| +74% | +$290K | 0.48% | 30 |
|
|
2019
Q1 | $383K | Buy |
+20,796
| New | +$383K | 0.29% | 37 |
|