Veritable’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 | – | Sell |
-106,650
| Closed | -$1.57M | – | 784 |
|
|
2020
Q1 | $1.57M | Hold |
106,650
| – | – | 0.04% | 224 |
|
|
2019
Q4 | $2.14M | Sell |
106,650
-4,029
| -4% | -$80.7K | 0.04% | 220 |
|
|
2019
Q3 | $2.09M | Hold |
110,679
| – | – | 0.04% | 213 |
|
|
2019
Q2 | $2.07M | Hold |
110,679
| – | – | 0.04% | 207 |
|
|
2019
Q1 | $2.02M | Buy |
110,679
+14,640
| +15% | +$267K | 0.04% | 210 |
|
|
2018
Q4 | $1.58M | Buy |
+96,039
| New | +$1.58M | 0.04% | 233 |
|