Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $17K | Hold |
855
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $15K | Hold |
855
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $14K | Hold |
855
| – | – | 0.01% | 316 |
|
|
2020
Q1 | $13K | Hold |
855
| – | – | 0.01% | 296 |
|
|
2019
Q4 | $17K | Hold |
855
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $16K | Hold |
855
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $16K | Hold |
855
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $16K | Hold |
855
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $14K | Hold |
855
| – | – | 0.01% | 278 |
|
|
2018
Q3 | $16K | Hold |
855
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $15K | Buy |
+855
| New | +$15K | 0.01% | 330 |
|
|
2016
Q2 | – | Sell |
-375
| Closed | -$5K | – | 310 |
|
|
2016
Q1 | $5K | Buy |
+375
| New | +$5K | ﹤0.01% | 204 |
|