Southern Wealth Management’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
Q1 | $761K | Sell |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $717K | Buy |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $634K | Buy |
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $5.76M | Buy |
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|
2021
Q1 | $5.35M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $4.24M | Buy |
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|
2020
Q2 | $3.91M | Sell |
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|
2020
Q1 | $3.52M | Buy |
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|
2019
Q4 | $482K | Buy |
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