TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $287K | Buy |
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