Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $747K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $933K | Sell |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $380K | Buy |
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|
2019
Q4 | $389K | Buy |
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