Kelly Financial Group’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	$1.48M	Sell	53,640 -36,744	-41%	-$1.02M	0.43%	28
2025 Q1	$2.4M	Sell	90,384 -10,938	-11%	-$291K	0.75%	25
2024 Q4	$2.64M	Buy	+101,322	New	+$2.64M	0.94%	21