Tiller Private Wealth’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 | – | Sell |
-698,088
| Closed | -$10.3M | – | 38 |
|
|
2020
Q1 | $10.3M | Buy |
698,088
+8,859
| +1% | +$131K | 11.72% | 4 |
|
|
2019
Q4 | $13.8M | Sell |
689,229
-7,776
| -1% | -$156K | 11.18% | 4 |
|
|
2019
Q3 | $13.2M | Buy |
697,005
+5,700
| +0.8% | +$108K | 11.26% | 4 |
|
|
2019
Q2 | $12.9M | Sell |
691,305
-3,090
| -0.4% | -$57.8K | 10.88% | 4 |
|
|
2019
Q1 | $12.7M | Buy |
694,395
+49,464
| +8% | +$903K | 10.99% | 4 |
|
|
2018
Q4 | $10.6M | Buy |
644,931
+10,605
| +2% | +$174K | 9.31% | 5 |
|
|
2018
Q3 | $11.9M | Buy |
634,326
+70,434
| +12% | +$1.32M | 8.28% | 5 |
|
|
2018
Q2 | $9.99M | Buy |
563,892
+125,604
| +29% | +$2.22M | 6.97% | 5 |
|
|
2018
Q1 | $7.72M | Buy |
+438,288
| New | +$7.72M | 5.55% | 6 |
|