Keeler & Nadler Financial Planning & Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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
2025 Q2	$17.1M	Buy
2025 Q1	$15.8M	Buy
2024 Q4	$14.5M	Buy
2024 Q3	$13.6M	Buy
2024 Q2	$11.6M	Buy
2024 Q1	$10.6M	Buy
2023 Q4	$8.04M	Buy
2022 Q4	$6.62M	Buy
2021 Q4	$5.77M	Buy