KCPG
Kavar Capital Partners Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Buy |
1,557,780
+123,956
| +9% | +$3.03M | 5.47% | 1 |
|
|
2025
Q1 | $31.7M | Buy |
1,433,824
+80,979
| +6% | +$1.79M | 5.28% | 3 |
|
|
2024
Q4 | $31.4M | Buy |
1,352,845
+915,916
| +210% | +$21.2M | 5.3% | 3 |
|
|
2024
Q3 | $29.6M | Buy |
436,929
+9,858
| +2% | +$669K | 4.69% | 3 |
|
|
2024
Q2 | $27.4M | Buy |
427,071
+11,975
| +3% | +$769K | 4.95% | 3 |
|
|
2024
Q1 | $25.8M | Sell |
415,096
-389,328
| -48% | -$24.2M | 4.75% | 3 |
|
|
2023
Q4 | $45.4M | Buy |
804,424
+435,091
| +118% | +$24.5M | 5.07% | 3 |
|
|
2023
Q3 | $18.7M | Sell |
369,333
-6,531
| -2% | -$330K | 4.05% | 4 |
|
|
2023
Q2 | $19.7M | Sell |
375,864
-53,111
| -12% | -$2.78M | 4.19% | 4 |
|
|
2023
Q1 | $20.7M | Sell |
428,975
-34,958
| -8% | -$1.69M | 4.48% | 3 |
|
|
2022
Q4 | $20.9M | Buy |
463,933
+2,237
| +0.5% | +$101K | 4.83% | 2 |
|
|
2022
Q3 | $19.6M | Buy |
461,696
+10,749
| +2% | +$455K | 4.99% | 2 |
|
|
2022
Q2 | $20.1M | Buy |
450,947
+13,591
| +3% | +$607K | 4.67% | 2 |
|
|
2022
Q1 | $23.6M | Buy |
437,356
+217,704
| +99% | +$11.7M | 5.09% | 2 |
|
|
2021
Q4 | $25M | Buy |
219,652
+9,535
| +5% | +$1.09M | 5.2% | 2 |
|
|
2021
Q3 | $21.9M | Buy |
210,117
+8,196
| +4% | +$853K | 4.98% | 1 |
|
|
2021
Q2 | $21M | Buy |
201,921
+9,266
| +5% | +$963K | 5.07% | 1 |
|
|
2021
Q1 | $18.5M | Buy |
192,655
+12,738
| +7% | +$1.22M | 4.99% | 1 |
|
|
2020
Q4 | $16.4M | Buy |
179,917
+4,338
| +2% | +$395K | 4.71% | 2 |
|
|
2020
Q3 | $14.2M | Buy |
175,579
+6,937
| +4% | +$559K | 4.77% | 2 |
|
|
2020
Q2 | $12.5M | Sell |
168,642
-2,179
| -1% | -$161K | 4.8% | 2 |
|
|
2020
Q1 | $10.5M | Buy |
170,821
+2,003
| +1% | +$123K | 5.02% | 1 |
|
|
2019
Q4 | $13M | Buy |
168,818
+14,041
| +9% | +$1.08M | 4.8% | 1 |
|
|
2019
Q3 | $11M | Buy |
154,777
+34,274
| +28% | +$2.43M | 4.28% | 1 |
|
|
2019
Q2 | $8.46M | Buy |
120,503
+27,063
| +29% | +$1.9M | 3.32% | 2 |
|
|
2019
Q1 | $6.32M | Buy |
93,440
+27,046
| +41% | +$1.83M | 2.82% | 5 |
|
|
2018
Q4 | $3.96M | Buy |
+66,394
| New | +$3.96M | 2.14% | 12 |
|