Kennebec Savings Bank’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
$127K Buy
4,601
+500
+12% +$13.8K 0.12% 106
2025
Q1
$109K Buy
4,101
+83
+2% +$2.21K 0.12% 106
2024
Q4
$104K Buy
4,018
+58
+1% +$1.51K 0.11% 111
2024
Q3
$106K Buy
+3,960
New +$106K 0.1% 111