Nachman Norwood & Parrott’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
Q2
$220K Buy
9,645
+6
+0.1% +$137 0.02% 269
2021
Q1
$210K Buy
+9,639
New +$210K 0.02% 265
2020
Q4
Sell
-9,762
Closed -$170K 895
2020
Q3
$170K Buy
+9,762
New +$170K 0.02% 270