Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,355
| Closed | -$272K | – | 188 |
|
|
2024
Q1 | $272K | Hold |
11,355
| – | – | 0.06% | 131 |
|
|
2023
Q4 | $265K | Sell |
11,355
-1,125
| -9% | -$26.2K | 0.06% | 129 |
|
|
2023
Q3 | $266K | Buy |
12,480
+45
| +0.4% | +$960 | 0.07% | 117 |
|
|
2023
Q2 | $279K | Buy |
12,435
+90
| +0.7% | +$2.02K | 0.07% | 119 |
|
|
2023
Q1 | $274K | Sell |
12,345
-3,768
| -23% | -$83.8K | 0.07% | 118 |
|
|
2022
Q4 | $365K | Hold |
16,113
| – | – | 0.1% | 91 |
|
|
2022
Q3 | $332K | Hold |
16,113
| – | – | 0.1% | 98 |
|
|
2022
Q2 | $356K | Buy |
16,113
+24
| +0.1% | +$530 | 0.1% | 101 |
|
|
2022
Q1 | $375K | Hold |
16,089
| – | – | 0.1% | 104 |
|
|
2021
Q4 | $396K | Hold |
16,089
| – | – | 0.1% | 100 |
|
|
2021
Q3 | $376K | Buy |
16,089
+30
| +0.2% | +$701 | 0.1% | 99 |
|
|
2021
Q2 | $366K | Sell |
16,059
-735
| -4% | -$16.8K | 0.1% | 102 |
|
|
2021
Q1 | $371K | Buy |
16,794
+120
| +0.7% | +$2.65K | 0.12% | 96 |
|
|
2020
Q4 | $347K | Sell |
16,674
-459
| -3% | -$9.55K | 0.12% | 95 |
|
|
2020
Q3 | $297K | Buy |
17,133
+744
| +5% | +$12.9K | 0.12% | 99 |
|
|
2020
Q2 | $293K | Buy |
16,389
+84
| +0.5% | +$1.5K | 0.12% | 103 |
|
|
2020
Q1 | $256K | Sell |
16,305
-465
| -3% | -$7.3K | 0.13% | 90 |
|
|
2019
Q4 | $337K | Sell |
16,770
-270
| -2% | -$5.43K | 0.15% | 84 |
|
|
2019
Q3 | $335K | Buy |
+17,040
| New | +$335K | 0.16% | 77 |
|