YWP
SCHV

YorkBridge Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

YorkBridge Wealth Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,300
Closed -$246K – 178
2019
Q4 		$246K Buy
+12,300
New +$238K 0.11% 162
2019
Q3 		– Sell
-10,200
Closed -$191K – 553
2019
Q2 		$191K Buy
10,200
+5,400
+113% +$99.8K 0.08% 177
2019
Q1 		$88K Hold
4,800
– – 0.04% 296
2018
Q4 		$79K Hold
4,800
– – 0.04% 283
2018
Q3 		$90K Hold
4,800
– – 0.04% 298
2018
Q2 		$85K Hold
4,800
– – 0.04% 310
2018
Q1 		$85K Hold
4,800
– – 0.04% 314
2017
Q4 		$86K Hold
4,800
– – 0.04% 311
2017
Q3 		$83K Hold
4,800
– – 0.04% 315
2017
Q2 		$81K Buy
4,800
+150
+3% +$2.49K 0.04% 309
2017
Q1 		$77K Buy
+4,650
New +$76.4K 0.04% 315

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