WP
SCHV

WealthPLAN Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

WealthPLAN Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,839
Closed -$41.1K – 999
2023
Q2 		$41.1K Sell
1,839
-4,095
-69% -$89.4K 0.01% 545
2023
Q1 		$130K Buy
+5,934
New +$132K 0.01% 376
2022
Q1 		– Sell
-9,273
Closed -$220K – 401
2021
Q4 		$220K Buy
+9,273
New +$220K 0.01% 354

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APP
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Envestnet Asset Management
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Mariner
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Betterment LLC
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SC
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