Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $202K | Hold |
9,231
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $203K | Buy |
+9,231
| New | +$203K | 0.01% | 280 |
|
|
2022
Q2 | – | Sell |
-9,414
| Closed | -$224K | – | 304 |
|
|
2022
Q1 | $224K | Buy |
9,414
+123
| +1% | +$2.93K | 0.01% | 282 |
|
|
2021
Q4 | $227K | Hold |
9,291
| – | – | 0.01% | 275 |
|
|
2021
Q3 | $224K | Hold |
9,291
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $212K | Buy |
+9,291
| New | +$212K | 0.01% | 263 |
|