Providence Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.54M | Buy |
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2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.51M | Buy |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.53M | Buy |
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|
2019
Q3 | $1.36M | Buy |
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|
2019
Q2 | $1.35M | Buy |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $1.29M | Buy |
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