OA
Opes Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $8.45M | Buy |
171,386
+1,741
| +1% | +$85.8K | 6.04% | 6 |
|
|
2018
Q3 | $9.51M | Sell |
169,645
-690
| -0.4% | -$38.7K | 6.95% | 6 |
|
|
2018
Q2 | $9.05M | Buy |
170,335
+6,536
| +4% | +$347K | 6.63% | 6 |
|
|
2018
Q1 | $8.66M | Sell |
163,799
-79
| -0% | -$4.17K | 6.99% | 6 |
|
|
2017
Q4 | $8.96M | Buy |
163,878
+5,161
| +3% | +$282K | 6.38% | 5 |
|
|
2017
Q3 | $8.23M | Buy |
158,717
+6,049
| +4% | +$313K | 5.27% | 6 |
|
|
2017
Q2 | $7.78M | Buy |
152,668
+7,551
| +5% | +$385K | 4.83% | 7 |
|
|
2017
Q1 | $7.21M | Buy |
145,117
+8,674
| +6% | +$431K | 5.09% | 6 |
|
|
2016
Q4 | $6.56M | Buy |
+136,443
| New | +$6.56M | 6.74% | 3 |
|