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Stonebridge Financial Planning Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Stonebridge Financial Planning Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,527
Closed -$36K – 322
2021
Q4 		$36K Hold
1,527
– – 0.02% 243
2021
Q3 		$37K Hold
1,527
– – 0.02% 244
2021
Q2 		$35K Hold
1,527
– – 0.02% 242
2021
Q1 		$34K Buy
+1,527
New +$34K 0.02% 246