Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-534
| Closed | -$13.2K | – | 781 |
|
|
2024
Q2 | $13.2K | Hold |
534
| – | – | 0.01% | 593 |
|
|
2024
Q1 | $13.6K | Buy |
534
+3
| +0.6% | +$76 | 0.01% | 583 |
|
|
2023
Q4 | $12.4K | Buy |
531
+3
| +0.6% | +$70 | 0.01% | 588 |
|
|
2023
Q3 | $11K | Buy |
528
+3
| +0.6% | +$62 | 0.01% | 587 |
|
|
2023
Q2 | $12K | Buy |
+525
| New | +$12K | 0.01% | 570 |
|
|
2022
Q4 | $11K | Buy |
519
+3
| +0.6% | +$64 | 0.01% | 542 |
|
|
2022
Q3 | $10K | Buy |
516
+3
| +0.6% | +$58 | 0.01% | 539 |
|
|
2022
Q2 | $11K | Buy |
513
+3
| +0.6% | +$64 | 0.01% | 538 |
|
|
2022
Q1 | $12K | Hold |
510
| – | – | 0.01% | 539 |
|
|
2021
Q4 | $12K | Buy |
+510
| New | +$12K | 0.01% | 575 |
|