PS
Planned Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,960
| Closed | -$158K | – | 538 |
|
|
2024
Q3 | $158K | Buy |
+1,960
| New | +$158K | 0.06% | 139 |
|
|
2024
Q1 | – | Sell |
-1,960
| Closed | -$137K | – | 467 |
|
|
2023
Q4 | $137K | Buy |
+1,960
| New | +$137K | 0.06% | 134 |
|
|
2021
Q1 | – | Sell |
-1,960
| Closed | -$117K | – | 343 |
|
|
2020
Q4 | $117K | Sell |
1,960
-24
| -1% | -$1.43K | 0.09% | 83 |
|
|
2020
Q3 | $104K | Buy |
+1,984
| New | +$104K | 0.1% | 79 |
|