Pittenger & Anderson Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-831
| Closed | -$18.3K | – | 454 |
|
2022
Q4 | $18.3K | Hold |
831
| – | – | ﹤0.01% | 317 |
|
2022
Q3 | $16K | Hold |
831
| – | – | ﹤0.01% | 325 |
|
2022
Q2 | $17K | Hold |
831
| – | – | ﹤0.01% | 319 |
|
2022
Q1 | $20K | Hold |
831
| – | – | ﹤0.01% | 319 |
|
2021
Q4 | $20K | Sell |
831
-42
| -5% | -$1.01K | ﹤0.01% | 312 |
|
2021
Q3 | $20K | Buy |
873
+42
| +5% | +$962 | ﹤0.01% | 322 |
|
2021
Q2 | $19K | Hold |
831
| – | – | ﹤0.01% | 299 |
|
2021
Q1 | $18K | Sell |
831
-900
| -52% | -$19.5K | ﹤0.01% | 296 |
|
2020
Q4 | $34K | Hold |
1,731
| – | – | ﹤0.01% | 270 |
|
2020
Q3 | $30K | Hold |
1,731
| – | – | ﹤0.01% | 267 |
|
2020
Q2 | $29K | Sell |
1,731
-375
| -18% | -$6.28K | ﹤0.01% | 267 |
|
2020
Q1 | $31K | Sell |
2,106
-300
| -12% | -$4.42K | ﹤0.01% | 255 |
|
2019
Q4 | $48K | Hold |
2,406
| – | – | ﹤0.01% | 274 |
|
2019
Q3 | $45K | Hold |
2,406
| – | – | ﹤0.01% | 273 |
|
2019
Q2 | $45K | Hold |
2,406
| – | – | ﹤0.01% | 271 |
|
2019
Q1 | $44K | Sell |
2,406
-300
| -11% | -$5.49K | ﹤0.01% | 276 |
|
2018
Q4 | $44K | Hold |
2,706
| – | – | ﹤0.01% | 262 |
|
2018
Q3 | $51K | Hold |
2,706
| – | – | ﹤0.01% | 263 |
|
2018
Q2 | $48K | Hold |
2,706
| – | – | ﹤0.01% | 269 |
|
2018
Q1 | $48K | Hold |
2,706
| – | – | ﹤0.01% | 270 |
|
2017
Q4 | $49K | Buy |
2,706
+831
| +44% | +$15K | ﹤0.01% | 278 |
|
2017
Q3 | $32K | Hold |
1,875
| – | – | ﹤0.01% | 287 |
|
2017
Q2 | $31K | Hold |
1,875
| – | – | ﹤0.01% | 293 |
|
2017
Q1 | $31K | Hold |
1,875
| – | – | ﹤0.01% | 280 |
|
2016
Q4 | $30K | Hold |
1,875
| – | – | ﹤0.01% | 294 |
|
2016
Q3 | $28K | Hold |
1,875
| – | – | ﹤0.01% | 293 |
|
2016
Q2 | $28K | Hold |
1,875
| – | – | ﹤0.01% | 292 |
|
2016
Q1 | $27K | Sell |
1,875
-3,180
| -63% | -$45.8K | ﹤0.01% | 318 |
|
2015
Q4 | $72K | Hold |
5,055
| – | – | 0.01% | 287 |
|
2015
Q3 | $67K | Buy |
5,055
+675
| +15% | +$8.95K | 0.01% | 294 |
|
2015
Q2 | $63K | Hold |
4,380
| – | – | 0.01% | 305 |
|
2015
Q1 | $63K | Buy |
4,380
+2,280
| +109% | +$32.8K | 0.01% | 303 |
|
2014
Q4 | $31K | Hold |
2,100
| – | – | ﹤0.01% | 336 |
|
2014
Q3 | $30K | Buy |
+2,100
| New | +$30K | ﹤0.01% | 308 |
|