PFA
Pathway Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,820
| Closed | -$232K | – | 117 |
|
|
2019
Q4 | $232K | Hold |
3,820
| – | – | 0.07% | 113 |
|
|
2019
Q3 | $225K | Buy |
+3,820
| New | +$225K | 0.06% | 95 |
|
|
2018
Q3 | – | Sell |
-1,317
| Closed | -$70K | – | 325 |
|
|
2018
Q2 | $70K | Buy |
1,317
+46
| +4% | +$2.45K | 0.04% | 196 |
|
|
2018
Q1 | $67K | Buy |
1,271
+771
| +154% | +$40.6K | 0.04% | 206 |
|
|
2017
Q4 | $27K | Buy |
+500
| New | +$27K | 0.02% | 332 |
|