KPWG
KFA Private Wealth 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 | $240K | Hold |
8,661
| – | – | 0.07% | 122 |
|
|
2025
Q1 | $230K | Hold |
8,661
| – | – | 0.08% | 105 |
|
|
2024
Q4 | $226K | Buy |
8,661
+5,774
| +200% | +$151K | 0.09% | 83 |
|
|
2024
Q3 | $232K | Hold |
2,887
| – | – | 0.11% | 76 |
|
|
2024
Q2 | $214K | Sell |
2,887
-355
| -11% | -$26.3K | 0.11% | 73 |
|
|
2024
Q1 | $246K | Buy |
+3,242
| New | +$246K | 0.08% | 88 |
|