Signet Financial Management’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
2022
Q1
Sell
-2,451
Closed -$60K 1128
2021
Q4
$60K Buy
+2,451
New +$60K 0.01% 436
2020
Q1
Sell
-22,848
Closed -$458K 256
2019
Q4
$458K Buy
22,848
+198
+0.9% +$3.97K 0.09% 185
2019
Q3
$443K Buy
+22,650
New +$443K 0.09% 180