SJS Investment Consulting’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,500
Closed -$33.5K 1648
2023
Q2
$33.5K Sell
1,500
-900
-38% -$20.1K 0.01% 180
2023
Q1
$52.5K Sell
2,400
-600
-20% -$13.1K 0.01% 149
2022
Q4
$66K Buy
+3,000
New +$66K 0.02% 137