Shine Investment Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$1.27M Sell
2020
Q2
$2.46M Buy
2020
Q1
$397K Buy
2019
Q4
$376K Sell
2019
Q3
$484K Buy
2019
Q2
$479K Sell
2019
Q1
$473K Buy
2018
Q4
$425K Sell
2018
Q3
$493K Buy
2018
Q2
$418K Sell
2018
Q1
$607K Sell
2017
Q4
$653K Sell
2017
Q3
$679K Buy
2017
Q2
$588K Buy