SCA
Stuart Chaussee & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-133,078
| Closed | -$9.74M | – | 184 |
|
|
2021
Q4 | $9.74M | Buy |
+133,078
| New | +$9.74M | 4.19% | 8 |
|
|
2021
Q3 | – | Sell |
-292,867
| Closed | -$20M | – | 154 |
|
|
2021
Q2 | $20M | Buy |
+292,867
| New | +$20M | 8.85% | 6 |
|
|
2020
Q1 | – | Sell |
-333
| Closed | -$20K | – | 116 |
|
|
2019
Q4 | $20K | Buy |
+333
| New | +$20K | 0.01% | 61 |
|