Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.77M | Buy |
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|
2020
Q3 | $862K | Sell |
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|
2020
Q2 | $842K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.05M | Buy |
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|
2018
Q4 | $1.4M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.44M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.64M | Buy |
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