TrueWealth LLC’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 | $1K | Hold |
51
| – | – | ﹤0.01% | 693 |
|
|
2020
Q1 | $1K | Sell |
51
-3,180
| -98% | -$62.4K | ﹤0.01% | 703 |
|
|
2019
Q4 | $65K | Hold |
3,231
| – | – | 0.03% | 246 |
|
|
2019
Q3 | $61K | Hold |
3,231
| – | – | 0.03% | 246 |
|
|
2019
Q2 | $60K | Hold |
3,231
| – | – | 0.03% | 249 |
|
|
2019
Q1 | $59K | Hold |
3,231
| – | – | 0.03% | 251 |
|
|
2018
Q4 | $53K | Buy |
3,231
+3,183
| +6,631% | +$52.2K | 0.03% | 247 |
|
|
2018
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 791 |
|
|
2018
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 803 |
|
|
2018
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 769 |
|
|
2017
Q4 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 881 |
|