Traverso Chambers Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.3M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $9.61M | Buy |
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|
2022
Q2 | $9.88M | Buy |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $11.6M | Sell |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $10.2M | Sell |
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|
2020
Q4 | $9.52M | Buy |
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|
2020
Q3 | $8.3M | Sell |
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|
2020
Q2 | $8.1M | Buy |
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