Sutton Wealth Advisors’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
2021 Q4	–	Sell	-231	Closed	-$5.2K	–	1690
2021 Q3	$5.2K	Hold	231	–	–	﹤0.01%	1047
2021 Q2	$5.27K	Sell	231 -45	-16%	-$1.02K	﹤0.01%	1036
2021 Q1	$6.01K	Hold	276	–	–	﹤0.01%	980
2020 Q4	$5.48K	Sell	276 -51	-16%	-$953	﹤0.01%	961
2020 Q3	$5.69K	Sell	327 -165	-34%	-$2.89K	﹤0.01%	887
2020 Q2	$8.22K	Buy	492 +6	+1%	+$98	﹤0.01%	753
2020 Q1	$7.17K	Hold	486	–	–	﹤0.01%	744
2019 Q4	$9.74K	Hold	486	–	–	0.01%	829
2019 Q3	$9.19K	Hold	486	–	–	0.01%	811
2019 Q2	$9.1K	Hold	486	–	–	0.01%	797
2019 Q1	$8.87K	Hold	486	–	–	0.01%	813
2018 Q4	$7.99K	Hold	486	–	–	0.01%	794
2018 Q3	$9.09K	Hold	486	–	–	0.01%	808
2018 Q2	$8.61K	Hold	486	–	–	0.01%	859
2018 Q1	$8.56K	Hold	486	–	–	0.01%	854
2017 Q4	$8.86K	Hold	486	–	–	0.01%	813
2017 Q3	$8.39K	Hold	486	–	–	0.01%	794
2017 Q2	$8.13K	Hold	486	–	–	0.01%	793
2017 Q1	$8.05K	Hold	486	–	–	0.01%	768
2016 Q4	$7.79K	Hold	486	–	–	0.01%	751
2016 Q3	$7.38K	Hold	486	–	–	0.01%	740
2016 Q2	$7.26K	Hold	486	–	–	0.01%	697
2016 Q1	$7K	Buy	+486	New	+$6.65K	0.01%	674