Retireful LLC’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
2024
Q3
Sell
-214,956
Closed -$5.31M 115
2024
Q2
$5.31M Buy
+214,956
New +$5.31M 2.5% 8
2024
Q1
Sell
-269,403
Closed -$6.3M 132
2023
Q4
$6.3M Buy
+269,403
New +$6.3M 2.74% 6