Kessler Investment Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$30.1K Hold
2025
Q1
$28.9K Buy
2022
Q1
Sell
2021
Q4
$38K Buy