RWPA
Richard W. Paul & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-108
| Closed | -$2.82K | – | 480 |
|
|
2024
Q4 | $2.82K | Buy |
108
+72
| +200% | +$1.88K | ﹤0.01% | 397 |
|
|
2024
Q3 | $2.89K | Hold |
36
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $2.67K | Hold |
36
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $2.74K | Hold |
36
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $2.52K | Sell |
36
-34
| -49% | -$2.38K | ﹤0.01% | 400 |
|
|
2023
Q3 | $4.51K | Hold |
70
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $4.7K | Hold |
70
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $4.59K | Hold |
70
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $4.62K | Buy |
+70
| New | +$4.62K | ﹤0.01% | 373 |
|