PRW Wealth Management’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
Q3 | $273K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Hold |
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|
2019
Q3 | $205K | Hold |
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|
2019
Q2 | $203K | Hold |
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|
2019
Q1 | $198K | Hold |
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|
2018
Q4 | $178K | Buy |
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