Kelly Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kelly Financial Group’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 Q3	$1.41M	Sell
2025 Q2	$1.48M	Sell
2025 Q1	$2.4M	Sell
2024 Q4	$2.64M	Buy