Total Clarity Wealth Management’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
2022
Q1
Sell
-7,755
Closed -$189K 776
2021
Q4
$189K Sell
7,755
-1,320
-15% -$32.2K 0.09% 223
2021
Q3
$204K Sell
9,075
-1,914
-17% -$43K 0.1% 205
2021
Q2
$250K Buy
10,989
+4,842
+79% +$110K 0.14% 182
2021
Q1
$134K Buy
+6,147
New +$134K 0.08% 216