River Wealth Advisors’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
2019
Q1
Sell
-312
Closed -$5K 422
2018
Q4
$5K Buy
312
+60
+24% +$962 ﹤0.01% 471
2018
Q3
$5K Buy
+252
New +$5K ﹤0.01% 502