VHAM
Van Hulzen Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,241
| Closed | -$365K | – | 284 |
|
|
2020
Q1 | $365K | Sell |
8,241
-2,500
| -23% | -$111K | 0.08% | 151 |
|
|
2019
Q4 | $646K | Sell |
10,741
-925
| -8% | -$55.6K | 0.13% | 119 |
|
|
2019
Q3 | $662K | Buy |
11,666
+85
| +0.7% | +$4.82K | 0.14% | 108 |
|
|
2019
Q2 | $650K | Buy |
11,581
+370
| +3% | +$20.8K | 0.14% | 105 |
|
|
2019
Q1 | $614K | Buy |
11,211
+343
| +3% | +$18.8K | 0.17% | 94 |
|
|
2018
Q4 | $536K | Buy |
+10,868
| New | +$536K | 0.16% | 103 |
|