Starfire Investment Advisers’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
2020
Q2
$3.45M Sell
206,802
-867
-0.4% -$14.5K 1.65% 14
2020
Q1
$3.06M Sell
207,669
-3,423
-2% -$50.5K 1.68% 16
2019
Q4
$4.23M Buy
211,092
+12
+0% +$240 1.62% 18
2019
Q3
$3.99M Buy
211,080
+9,987
+5% +$189K 1.64% 19
2019
Q2
$3.76M Buy
201,093
+1,062
+0.5% +$19.9K 1.68% 17
2019
Q1
$3.65M Buy
200,031
+7,425
+4% +$135K 1.67% 17
2018
Q4
$3.16M Buy
192,606
+31,065
+19% +$510K 1.7% 16
2018
Q3
$3.02M Buy
161,541
+10,014
+7% +$187K 1.5% 18
2018
Q2
$2.68M Buy
151,527
+28,938
+24% +$512K 1.36% 19
2018
Q1
$2.16M Buy
+122,589
New +$2.16M 1.12% 22
2017
Q4
Sell
-67,761
Closed -$1.17M 212
2017
Q3
$1.17M Buy
67,761
+5,289
+8% +$91.3K 0.71% 33
2017
Q2
$1.05M Buy
62,472
+6,780
+12% +$113K 0.61% 38
2017
Q1
$916K Buy
55,692
+3,645
+7% +$60K 0.49% 47
2016
Q4
$834K Buy
52,047
+837
+2% +$13.4K 0.48% 49
2016
Q3
$778K Sell
51,210
-462
-0.9% -$7.02K 0.46% 49
2016
Q2
$771K Buy
51,672
+1,818
+4% +$27.1K 0.53% 41
2016
Q1
$718K Buy
49,854
+2,685
+6% +$38.7K 0.47% 47
2015
Q4
$667K Buy
47,169
+1,215
+3% +$17.2K 0.46% 49
2015
Q3
$610K Sell
45,954
-1,272
-3% -$16.9K 0.45% 54
2015
Q2
$677K Sell
47,226
-735
-2% -$10.5K 0.45% 54
2015
Q1
$692K Buy
+47,961
New +$692K 0.45% 51