SWM
Shakespeare Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,346
| Closed | -$219K | – | 80 |
|
|
2023
Q1 | $219K | Hold |
3,346
| – | – | 0.08% | 74 |
|
|
2022
Q4 | $221K | Buy |
+3,346
| New | +$221K | 0.08% | 70 |
|
|
2022
Q3 | – | Sell |
-3,346
| Closed | -$210K | – | 73 |
|
|
2022
Q2 | $210K | Hold |
3,346
| – | – | 0.09% | 67 |
|
|
2022
Q1 | $239K | Hold |
3,346
| – | – | 0.09% | 68 |
|
|
2021
Q4 | $245K | Buy |
+3,346
| New | +$245K | 0.09% | 63 |
|