KCM Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+8,602
| New | +$238K | 0.01% | 350 |
|
|
2023
Q1 | – | Sell |
-11,313
| Closed | -$249K | – | 414 |
|
|
2022
Q4 | $249K | Buy |
11,313
+21
| +0.2% | +$462 | 0.01% | 361 |
|
|
2022
Q3 | $220K | Buy |
11,292
+24
| +0.2% | +$468 | 0.01% | 356 |
|
|
2022
Q2 | $234K | Buy |
11,268
+18
| +0.2% | +$374 | 0.01% | 361 |
|
|
2022
Q1 | $268K | Buy |
11,250
+15
| +0.1% | +$357 | 0.01% | 362 |
|
|
2021
Q4 | $274K | Buy |
+11,235
| New | +$274K | 0.01% | 357 |
|
|
2021
Q3 | – | Sell |
-8,796
| Closed | -$200K | – | 399 |
|
|
2021
Q2 | $200K | Buy |
+8,796
| New | +$200K | 0.01% | 380 |
|
|
2021
Q1 | – | Sell |
-11,166
| Closed | -$222K | – | 380 |
|
|
2020
Q4 | $222K | Buy |
+11,166
| New | +$222K | 0.01% | 333 |
|
|
2020
Q1 | – | Sell |
-12,570
| Closed | -$252K | – | 337 |
|
|
2019
Q4 | $252K | Buy |
+12,570
| New | +$252K | 0.01% | 310 |
|