SMI Advisory Services’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
2023
Q1
$755K Buy
34,308
+3,804
+12% +$83.7K 0.25% 24
2022
Q4
$595K Hold
30,504
0.19% 27
2022
Q3
$595K Buy
+30,504
New +$595K 0.19% 27