Newport Wealth Strategies’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.11M | Buy |
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2021
Q2 | $3.11M | Buy |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $744K | Hold |
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|
2020
Q3 | $745K | Buy |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $684K | Buy |
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|
2019
Q3 | $622K | Buy |
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|
2019
Q2 | $563K | Sell |
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|
2019
Q1 | $569K | Buy |
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|
2018
Q4 | $510K | Buy |
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|
2018
Q3 | $487K | Sell |
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|
2018
Q2 | $492K | Sell |
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|
2018
Q1 | $960K | Sell |
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|
2017
Q4 | $1.06M | Buy |
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