KIG

Kessler Investment Group’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	$30.1K	Hold	1,086	–	–	0.01%	113
2025 Q1	$28.9K	Buy	+1,086	New	+$28.9K	0.01%	116
2022 Q1	–	Sell	-515	Closed	-$38K	–	198
2021 Q4	$38K	Buy	+515	New	+$38K	0.02%	107