Wealthspire Advisors (Maryland)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $418K | Sell |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $531K | Buy |
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|
2018
Q4 | $447K | Sell |
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|
2018
Q3 | $537K | Buy |
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|
2018
Q2 | $481K | Sell |
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|
2018
Q1 | $525K | Buy |
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|
2017
Q4 | $543K | Sell |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $510K | Sell |
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|
2017
Q1 | $525K | Sell |
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|
2016
Q4 | $548K | Sell |
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|
2016
Q3 | $536K | Sell |
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|
2016
Q2 | $528K | Sell |
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|
2016
Q1 | $525K | Sell |
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|
2015
Q4 | $621K | Buy |
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