SW
SVB Wealth’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
Q2 | – | Sell |
-960
| Closed | -$68K | – | 837 |
|
|
2022
Q1 | $68K | Buy |
960
+942
| +5,233% | +$66.7K | ﹤0.01% | 736 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 798 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 999 |
|
|
2021
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 990 |
|
|
2020
Q4 | – | Sell |
-27
| Closed | -$1K | – | 879 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 631 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 652 |
|