SHJ
Sharkey, Howes & Javer’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,316
| Closed | -$227K | – | 68 |
|
|
2019
Q4 | $227K | Sell |
11,316
-1,287
| -10% | -$25.8K | 0.1% | 58 |
|
|
2019
Q3 | $238K | Buy |
+12,603
| New | +$238K | 0.1% | 53 |
|
|
2015
Q2 | – | Sell |
-12,300
| Closed | -$177K | – | 247 |
|
|
2015
Q1 | $177K | Buy |
+12,300
| New | +$177K | 0.11% | 43 |
|