Quantum Capital Management (California)’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
2020
Q3
$34K Buy
1,971
+96
+5% +$1.66K 0.04% 178
2020
Q2
$31K Hold
1,875
0.02% 242
2020
Q1
$28K Hold
1,875
0.02% 252
2019
Q4
$38K Hold
1,875
0.02% 260
2019
Q3
$35K Buy
+1,875
New +$35K 0.02% 281