Whitegate Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $1.93M | Buy |
|
|||||
|
2021
Q2 | $1.94M | Buy |
|
|||||
|
2021
Q1 | $1.84M | Sell |
|
|||||
|
2020
Q4 | $1.78M | Buy |
|
|||||
|
2020
Q3 | $1.56M | Buy |
|
|||||
|
2020
Q2 | $1.47M | Sell |
|
|||||
|
2020
Q1 | $1.31M | Buy |
|
|||||
|
2019
Q4 | $1.77M | Buy |
|
|||||
|
2019
Q3 | $1.67M | Buy |
|
|||||
|
2019
Q2 | $1.38M | Buy |
|
|||||
|
2019
Q1 | $1.31M | Buy |
|
|||||
|
2018
Q4 | $1.17M | Buy |
|
|||||
|
2018
Q3 | $1.03M | Buy |
|
|||||
|
2018
Q2 | $604K | Sell |
|
|||||
|
2018
Q1 | $607K | Buy |
|
|||||
|
2017
Q4 | $626K | Buy |
|
|||||
|
2017
Q3 | $579K | Buy |
|
|||||
|
2017
Q2 | $559K | Buy |
|
|||||
|
2017
Q1 | $539K | Buy |
|
|||||
|
2016
Q4 | $450K | Buy |
|
|||||
|
2016
Q3 | $320K | Buy |
|