Stableford Capital II’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
Q2
Sell
-206,619
Closed -$4.55M 131
2023
Q1
$4.55M Buy
+206,619
New +$4.55M 3.26% 6