Shakespeare Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Shakespeare Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$219K	Hold
2022 Q4	$221K	Buy
2022 Q3	–	Sell
2022 Q2	$210K	Hold
2022 Q1	$239K	Hold
2021 Q4	$245K	Buy