KFA Private Wealth 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
$240K Hold
2025
Q1
$230K Hold
2024
Q4
$226K Hold
2024
Q3
$232K Hold
2024
Q2
$214K Sell
2024
Q1
$246K Buy