Sowell Financial Services’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
Q3 | – | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $931K | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9.64M | Buy |
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|
2021
Q3 | $8.45M | Sell |
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|
2021
Q2 | $9.57M | Sell |
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|
2021
Q1 | $11M | Buy |
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|
2020
Q4 | $7.77M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $731K | Buy |
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|
2020
Q1 | $73K | Sell |
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|
2019
Q4 | $599K | Buy |
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|
2019
Q3 | $438K | Buy |
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