WFA
Wipfli Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.92M | Sell |
101,136
-1,772
| -2% | -$104K | 0.42% | 29 |
|
|
2022
Q2 | $6.42M | Sell |
102,908
-24,278
| -19% | -$1.52M | 0.7% | 20 |
|
|
2022
Q1 | $9.08M | Sell |
127,186
-1,472
| -1% | -$105K | 0.92% | 13 |
|
|
2021
Q4 | $9.42M | Sell |
128,658
-13,571
| -10% | -$994K | 1.08% | 11 |
|
|
2021
Q3 | $9.6M | Sell |
142,229
-962
| -0.7% | -$64.9K | 1.22% | 12 |
|
|
2021
Q2 | $9.79M | Sell |
143,191
-11,616
| -8% | -$794K | 1.38% | 11 |
|
|
2021
Q1 | $10.1M | Buy |
154,807
+1,194
| +0.8% | +$77.9K | 5.5% | 4 |
|
|
2020
Q4 | $9.14M | Buy |
+153,613
| New | +$9.14M | 5.45% | 4 |
|