Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $282K | Sell |
14,100
-2,538
| -15% | -$50.8K | 0.08% | 107 |
|
|
2019
Q3 | $314K | Sell |
16,638
-5,613
| -25% | -$106K | 0.11% | 97 |
|
|
2019
Q2 | $416K | Sell |
22,251
-3,492
| -14% | -$65.3K | 0.16% | 86 |
|
|
2019
Q1 | $469K | Buy |
25,743
+2,736
| +12% | +$49.8K | 0.18% | 78 |
|
|
2018
Q4 | $378K | Buy |
+23,007
| New | +$378K | 0.15% | 85 |
|