Parsec Financial Management’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
2023
Q1
$202K Hold
2022
Q4
$203K Buy
2022
Q2
Sell
2022
Q1
$224K Buy
2021
Q4
$227K Hold
2021
Q3
$224K Hold
2021
Q2
$212K Buy