KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
618,080
+18,837
| +3% | +$521K | 6.84% | 5 |
|
|
2025
Q1 | $15.8M | Buy |
599,243
+43,289
| +8% | +$1.14M | 7.11% | 4 |
|
|
2024
Q4 | $14.5M | Buy |
555,954
+387,061
| +229% | +$10.1M | 6.79% | 6 |
|
|
2024
Q3 | $13.6M | Buy |
168,893
+12,256
| +8% | +$985K | 6.61% | 5 |
|
|
2024
Q2 | $11.6M | Buy |
156,637
+17,553
| +13% | +$1.3M | 6.37% | 5 |
|
|
2024
Q1 | $10.6M | Buy |
139,084
+24,441
| +21% | +$1.86M | 6.35% | 5 |
|
|
2023
Q4 | $8.04M | Buy |
+114,643
| New | +$8.04M | 5.81% | 6 |
|
|
2022
Q4 | $6.62M | Buy |
+100,250
| New | +$6.62M | 6% | 7 |
|
|
2021
Q4 | $5.77M | Buy |
+78,815
| New | +$5.77M | 5.31% | 6 |
|