WOSD
WFA of San Diego’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $30.1K | Buy |
374
+4
| +1% | +$322 | 0.03% | 217 |
|
|
2024
Q2 | $27.4K | Buy |
+370
| New | +$27.4K | 0.02% | 222 |
|
|
2023
Q3 | $28.5K | Buy |
442
+3
| +0.7% | +$194 | 0.03% | 212 |
|
|
2023
Q2 | $29.5K | Buy |
+439
| New | +$29.5K | 0.03% | 211 |
|
|
2023
Q1 | – | Sell |
-434
| Closed | -$28.7K | – | 360 |
|
|
2022
Q4 | $28.7K | Buy |
+434
| New | +$28.7K | 0.02% | 255 |
|
|
2022
Q3 | – | Sell |
-428
| Closed | -$27K | – | 336 |
|
|
2022
Q2 | $27K | Buy |
+428
| New | +$27K | 0.02% | 203 |
|