WestHill Financial Advisors’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
2023
Q4
Sell
-939
Closed -$20.2K 107
2023
Q3
$20.2K Buy
+939
New +$20.2K 0.01% 97