Simplicity Wealth’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
2024
Q3
Sell
-73,638
Closed -$1.82M 1071
2024
Q2
$1.82M Hold
73,638
0.04% 369
2024
Q1
$1.87M Buy
+73,638
New +$1.87M 0.04% 367