Robertson Stephens Wealth Management’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
2022
Q3
Sell
-10,896
Closed -$226K 387
2022
Q2
$226K Buy
+10,896
New +$226K 0.02% 338