PP
SCHV

PagnatoKarp Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

PagnatoKarp Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-659,301
Closed -$9.73M – 116
2020
Q1 		$9.73M Sell
659,301
-148,974
-18% -$2.73M 2.42% 11
2019
Q4 		$16.2M Buy
808,275
+12,600
+2% +$244K 2.81% 11
2019
Q3 		$15M Buy
795,675
+5,502
+0.7% +$103K 2.99% 9
2019
Q2 		$14.9M Sell
790,173
-3,618
-0.5% -$66.9K 3.18% 8
2019
Q1 		$14.5M Sell
793,791
-72,756
-8% -$1.29M 3.26% 8
2018
Q4 		$14.2M Buy
+866,547
New +$15.3M 3.03% 9

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