Kavar Capital Partners Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44M | Buy |
1,714,405
+47,608
| +3% | +$1.28M | 5.51% | 2 |
|
|
2025
Q4 | $44.9M | Buy |
1,666,797
+35,223
| +2% | +$941K | 6.18% | 1 |
|
|
2025
Q3 | $43M | Buy |
1,631,574
+73,794
| +5% | +$1.87M | 5.73% | 1 |
|
|
2025
Q2 | $38.1M | Buy |
1,557,780
+123,956
| +9% | +$2.8M | 5.47% | 1 |
|
|
2025
Q1 | $31.7M | Buy |
1,433,824
+80,979
| +6% | +$1.89M | 5.28% | 3 |
|
|
2024
Q4 | $31.4M | Buy |
1,352,845
+42,058
| +3% | +$980K | 5.3% | 3 |
|
|
2024
Q3 | $29.6M | Buy |
1,310,787
+29,574
| +2% | +$644K | 4.69% | 3 |
|
|
2024
Q2 | $27.4M | Buy |
1,281,213
+35,925
| +3% | +$742K | 4.95% | 3 |
|
|
2024
Q1 | $25.8M | Sell |
1,245,288
-1,167,984
| -48% | -$23M | 4.75% | 3 |
|
|
2023
Q4 | $45.4M | Buy |
2,413,272
+1,305,273
| +118% | +$22.9M | 5.07% | 3 |
|
|
2023
Q3 | $18.7M | Sell |
1,107,999
-19,593
| -2% | -$344K | 4.05% | 4 |
|
|
2023
Q2 | $19.7M | Sell |
1,127,592
-159,333
| -12% | -$2.63M | 4.19% | 4 |
|
|
2023
Q1 | $20.7M | Sell |
1,286,925
-104,874
| -8% | -$1.65M | 4.48% | 3 |
|
|
2022
Q4 | $20.9M | Buy |
1,391,799
+6,711
| +0.5% | +$102K | 4.83% | 2 |
|
|
2022
Q3 | $19.6M | Buy |
1,385,088
+32,247
| +2% | +$506K | 4.99% | 2 |
|
|
2022
Q2 | $20.1M | Buy |
1,352,841
+40,773
| +3% | +$661K | 4.67% | 2 |
|
|
2022
Q1 | $23.6M | Sell |
1,312,068
-5,844
| -0.4% | -$103K | 5.09% | 2 |
|
|
2021
Q4 | $25M | Buy |
1,317,912
+57,210
| +5% | +$1.06M | 5.2% | 2 |
|
|
2021
Q3 | $21.9M | Buy |
1,260,702
+49,176
| +4% | +$877K | 4.98% | 1 |
|
|
2021
Q2 | $21M | Buy |
1,211,526
+55,596
| +5% | +$938K | 5.07% | 1 |
|
|
2021
Q1 | $18.5M | Buy |
1,155,930
+76,428
| +7% | +$1.2M | 4.99% | 1 |
|
|
2020
Q4 | $16.4M | Buy |
1,079,502
+26,028
| +2% | +$372K | 4.71% | 2 |
|
|
2020
Q3 | $14.2M | Buy |
1,053,474
+41,622
| +4% | +$553K | 4.77% | 2 |
|
|
2020
Q2 | $12.5M | Sell |
1,011,852
-13,074
| -1% | -$152K | 4.8% | 2 |
|
|
2020
Q1 | $10.5M | Buy |
1,024,926
+12,018
| +1% | +$146K | 5.02% | 1 |
|
|
2019
Q4 | $13M | Buy |
1,012,908
+84,246
| +9% | +$1.03M | 4.8% | 1 |
|
|
2019
Q3 | $11M | Buy |
928,662
+205,644
| +28% | +$2.42M | 4.28% | 1 |
|
|
2019
Q2 | $8.46M | Buy |
723,018
+162,378
| +29% | +$1.87M | 3.32% | 2 |
|
|
2019
Q1 | $6.32M | Buy |
560,640
+162,276
| +41% | +$1.76M | 2.82% | 5 |
|
|
2018
Q4 | $3.96M | Buy |
+398,364
| New | +$4.28M | 2.14% | 12 |
|
Other funds holding SCHX
HSA
MGIA
SFG
